Mtm Financial Group, Llc
Bethlehem, Pennsylvania
5.0
8 Reviews
MTM Financial Group, LLC, based out of Bethlehem, PA, is a well-established local investment advisory firm. With a team of 10 dedicated professionals, including 8 experienced investment advisors, they offer comprehensive financial services to a diverse client base. Known for their expertise in managing assets, MTM Financial Group boasts an impressive average of $350,000,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is designed to align with clients' needs, offering various options such as a percentage of assets under management and fixed fees. This flexible...
See more
Loading...

Assets Under Mgmt

$377.8M

Investment Professionals

8

Locations

0

% 401K & Individual

49%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.