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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.10% |
| $200K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable.