Mtc Wealth Management

CRD#305308
Investment Advisor Firm

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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

$194.6 million

Number of Advisors

5

Disclosures

No

Office Location

14055 Riveredge Dr. Suite 525
Tampa, FL 33637

Mtc Wealth Management by the Numbers

Total Assets Under Management

$194.6 million

National Average: $8.6 billion
Total Number of Employees

9

National Average: 64
Total Number of Accounts

1

National Average: 375,227
Average Account Size

$194.6 million

National Average: $23.0 thousand
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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

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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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

Christopher Morgan
Tampa, FL
Katherine Braddock
Tampa, FL

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