Mtr Financial Services Fees & Minimum

Overview

Headquarters: Kingwood, TX
Total Firm Assets: $120 million
Average High-Net-Worth Client Portfolio Size: $2.7 million

Fee Disclosure

Source: ADV PART2 (2026-05-04) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$1,500,000	1.00%
$1,500,001	$2,500,000	0.85%
$2,500,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$43,500	0.87%
$10 million	$81,000	0.81%
$50 million	$381,000	0.76%
$100 million	$756,000	0.76%

Actual fees may vary; other investment costs may apply.

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

Clients

High-Net-Worth Share of Firm Assets: 74.92%
Number of High-Net-Worth Clients: 33
Total Client Accounts: 340
Discretionary Accounts: 340

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 149078

ADV PART2 (2026-05-04) (fee schedule source) · View brochure text

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

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