Mutual Trust Advisory Group (MTAG) offers financial planning, investment management, and wealth management services. Financial planning includes cash flow, retirement, insurance, portfolio, education savings, estate, and tax planning. Investment management involves discretionary portfolio management tailored to client goals. Wealth management combines financial planning and investment management.
Assets Under Management$170M
Clients176
Advisors2
Avg. per Client$940K
Avg. per Advisor$83M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Wealth management fees are negotiable. Investment management only fees are up to 1.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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