MTM Investment Management provides investment management and financial planning services to individuals, families, trusts, and corporate retirement plans. MTM Investment Management builds customized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Clients can choose between discretionary management, where MTM Investment Management makes trades without prior approval, or non-discretionary management, where clients must approve trades first. MTM Investment Management also offers advice through a sub-advisory wrap program and retirement plan consulting services. The firm primarily focuses on long-term fundamental analysis to construct diversified portfolios aligned with each client's specific financial goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Accounts up to $500,000 are charged 1.25%. Fixed annual fees of at least $1,000 may be agreed upon. Sub-advisory wrap program charges up to 1.75%. Fees are negotiable.