tag
How the Advisor Helps Clients: Key Takeaways
With years of experience and expertise in the financial field, MTM FINANCIAL GROUP, LLC is able to provide top-notch services to their clients. Their team of dedicated advisors assist clients in managing their finances, making informed investment decisions, and achieving their financial goals. Here are some key takeaways on how MTM FINANCIAL GROUP, LLC can help clients:
- Providing personalized financial advice and guidance for each client’s unique situation
- Assisting in creating a comprehensive financial plan that aligns with clients’ goals and risk tolerance
- Educating clients on various investment options and helping them build a diversified portfolio
- Monitoring and adjusting the financial plan as needed to adapt to changing market conditions
- Offering ongoing support and regular communication to keep clients on track towards their goals
Facts and Insights
MTM FINANCIAL GROUP, LLC was founded in 2005 and has been in business for over 15 years. They currently have 50 advisors on their team, managing over $1 billion in assets. With their experience and knowledge, they have been able to successfully help clients navigate the ever-changing financial landscape.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 15+ years |
Financial Services Offered
MTM FINANCIAL GROUP, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
MTM FINANCIAL GROUP, LLC serves a diverse range of clients including individuals, families, small business owners, and high-net-worth individuals. They tailor their services to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
MTM FINANCIAL GROUP, LLC charges a fee for their services based on a percentage of the assets under management. This fee structure ensures that their interests are aligned with their clients’ and they are focused on helping clients grow their investments.
Background
MTM FINANCIAL GROUP, LLC is a registered investment advisory firm located in New York City. Their team of advisors has a combined experience of over 100 years in the financial industry and holds various certifications and designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
MTM FINANCIAL GROUP, LLC prides itself on providing transparent services to their clients. As a registered investment advisory firm, they have a fiduciary duty to act in their clients’ best interests. They have no disclosures or regulatory actions on their public record and conduct annual audits to ensure their compliance with industry regulations.