Mutual Trust Advisory Group's Form ADV discloses 0.95% on the first $1 million, 0.50% on the next $4 million, and 0.25% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #277060), Mutual Trust Advisory Group is subject to fiduciary duty under federal law.
Mutual Trust Advisory Group is headquartered in ESTERO, FL.
Mutual Trust Advisory Group serves 50 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, Mutual Trust Advisory Group offers financial planning and portfolio management for individuals. View all service details ↓
Mutual Trust Advisory Group manages $166 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, Mutual Trust Advisory Group serves high-net-worth individuals. View client details ↓