MT Financial Planning offers customized investment management and comprehensive financial planning services tailored to individual goals and tax considerations. MT Financial Planning helps clients build and monitor investment portfolios while also providing project-based and ongoing financial planning. Key areas of focus include retirement planning, tax strategies, cash flow and debt management, college savings, estate planning, employee benefits optimization, and business consulting. MT Financial Planning serves individuals, high-net-worth clients, business owners, and corporate executives, operating with a legally required duty to act in your best interest.
Assets Under Management$36M
Clients91
Advisors1
Avg. per Client$400K
Avg. per Advisor$36M
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 and prorated. Billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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