Overview

Headquarters
Spartanburg, SC
Total Firm Assets
$678 million
Average High-Net-Worth Client Portfolio Size
$2.6 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: MTM INVESTMENT MANAGEMENT BROCHURE (2026-07-07) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,500,000 1.00%
$1,500,001 $2,500,000 0.75%
$2,500,001 $5,000,000 0.60%
$5,000,001 $7,000,000 0.50%
$7,000,001 and above 0.38%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $37,500 0.75%
$10 million $58,750 0.59%
$50 million $208,750 0.42%
$100 million $396,250 0.40%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
90.59%
Number of High-Net-Worth Clients
238
Total Client Accounts
1,033
Discretionary Accounts
986
Non-Discretionary Accounts
47

Services Offered

Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
297500
  • MTM INVESTMENT MANAGEMENT BROCHURE (2026-07-07) (fee schedule source) · View brochure text

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

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