MTH Trading & Capital Management offers ongoing portfolio management services. MTH creates a plan for each client to help select a portfolio that matches their specific situation. MTH requests authority to make trades without asking first. MTH limits its money management to equities, bonds, fixed income, ETFs, and government securities.
Assets Under Management$11M
Clients13
Advisors1
Avg. per Client$820K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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