Mtm Financial Group Fees & Minimum

Overview

Headquarters: Bethlehem, PA
Total Firm Assets: $772 million
Average High-Net-Worth Client Portfolio Size: $5.6 million
Stated Minimum Account Size: $100,000

Fee Disclosure

Source: ADV FORM 2A - MTM FINANCIAL GROUP, LLC (2026-08-19) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$150,000	2.00%
$150,001	$250,000	1.75%
$250,001	$500,000	1.50%
$500,001	$1,000,000	1.25%
$1,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$14,750	1.48%
$5 million	$54,750	1.10%
$10 million	$104,750	1.05%
$50 million	$504,750	1.01%
$100 million	$1,004,750	1.00%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 10.16%
Number of High-Net-Worth Clients: 14
Total Client Accounts: 3,276
Discretionary Accounts: 3,276

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 147221

ADV FORM 2A - MTM FINANCIAL GROUP, LLC (2026-08-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Mtm Financial Group, LLC