Tmt Investment Adviser

Fee-Only (% of Portfolio)Fixed/Hourly

TMT Investment Adviser, LLC offers investment management services tailored to individual client needs and financial planning services on an hourly fee basis. Investment recommendations include exchange-listed securities, mutual funds, and ETFs. Financial planning covers asset allocation, retirement, tax, and estate planning. The firm's preferred meeting method is virtual, but in-person meetings can be arranged.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.10%
$200K - $1000K1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5M+0.70%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm