MJT & Associates Financial Advisory Group, Inc., based out of Montevideo, MN, is a well-established investment advisory firm catering to a diverse clientele. With over 270 individual clients and an impressive $112,752,000 in assets under management, they have earned a solid reputation for their financial expertise and personalized service.
As a small firm with a single office, MJT & Associates focuses on delivering exceptional financial advisory services to their clients. Their extensive experience in managing employer 401Ks and individual investments sets them apart in the industry, with approximately half of their assets under management stemming from these sources. Notably, 96% of the assets they manage are discretionary, highlighting their clients' trust in their decision-making abilities.
MJT & Associates employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to tailor their services to meet the specific needs and preferences of their clients.
With three total employees, including two dedicated investment advisors, MJT & Associates maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages around $56,380,000 in assets, aligning with the industry standard.
Mitchell Thompson and Mark Rekow, two of the firm's longest-tenured registered advisors, bring a wealth of experience and expertise to MJT & Associates. Their commitment to client success and financial well-being ensures that every client receives personalized attention and top-tier advice.
Overall, MJT & Associates Financial Advisory Group, Inc. is a trusted partner for individuals and employers seeking expert financial guidance and management of their investments. With a strong track record and a client-centric approach, they continue to thrive in the competitive financial advisory landscape.