Mtc Wealth Management
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Overview
Mtc Wealth Management operates as a financial advisor company based in Tampa, Florida. The firm has $194.6 million in total assets over one account, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). Mtc Wealth Management has a small group, including 5 financial advisors. Mtc Wealth Management does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, options and stocks.
Mtc Wealth Management oversees all of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without needing client permission. The company's average account size is $194.6 million. The typical advisor at Mtc Wealth Management oversees fewer than one client account, placing it among the most individualized firms in the country.
Mtc Wealth Management's headquarters is located at 14055 Riveredge Dr. Suite 525, Tampa, Florida 33637. Mtc Wealth Management is registered to provide services to customers throughout a number of states, including Colorado and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mtc Wealth Management by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$194.6 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
9
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$194.6 million
Fee Structure
Financial advisory fees usually vary depending on which services are offered. Fees charged by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Mtc Wealth Management.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Mtc Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mtc Wealth Management
Tampa, FL
Tampa, FL
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