MT Financial Planning, Inc. offers investment management services tailored to individual client needs. They also provide project-based financial planning on topics like retirement, college savings, and estate planning. Additionally, they offer ongoing comprehensive financial planning, working with clients to implement and update their plans regularly. MT Financial Planning also provides employee benefit plan services to employer plan sponsors.
Assets Under Management$25M
Clients55
Advisors1
Avg. per Client$450K
Avg. per Advisor$25M
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 | 1.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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