Mth Trading & Capital Management, LLC

Fee-Only (% of Portfolio)

MTH Trading & Capital Management, LLC is an investment advisory firm based in Naples, Florida, founded by Mark Timothy Harrison. The firm provides ongoing portfolio management and investment supervisory services tailored to each client's specific goals, risk tolerance, and time horizon. Investment strategies include long-term and short-term trading, short sales, and options writing across equities, bonds, exchange-traded funds, fixed income, and government securities. MTH Trading & Capital Management builds personalized investment plans using fundamental, technical, cyclical, and charting analysis, and operates with the authority to make trades without asking clients first.

Assets Under Management$9.8M
Clients13
Advisors1
Avg. per Client$750K
Avg. per Advisor$9.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and paid quarterly in arrears.

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Location

1 Advisors at this firm

Mth Trading & Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor