Mtc Wealth Management

CRD#305308
Investment Advisor Firm

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Learn more about Mtc Wealth Management

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Mtc Wealth Management is located at 14055 Riveredge Dr. Suite 525, Tampa, FL. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Mtc Wealth Management is not a registered broker-dealer.

    Mtc Wealth Management oversees $313.6 million in assets under management across 3 accounts, all of which are discretionary. The services offered include portfolio management for institutional clients. The firm caters to other investment advisers, which is also the largest client type by accounts. The fee structure at Mtc Wealth Management is asset-based. The firm maintains affiliations with a banking or thrift institution and a trust company.

    Mtc Wealth Management is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $313.6 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    14055 Riveredge Dr. Suite 525
    Tampa, FL 33637

    Mtc Wealth Management by the Numbers

    Total Assets Under Management

    $313.6 million

    National Average: $8.6 billion
    Total Number of Employees

    19

    National Average: 64
    Total Number of Accounts

    3

    National Average: 375,227
    Average Account Size

    $104.5 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management typically depend on the type of services offered. Fees billed by Mtc Wealth Management typically consist of the following fee type: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      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

    Daric Olson
    Denver, CO
    Jonnathan De Jesus Luna
    Tampa, FL
    Sharon Giuffre
    Tampa, FL
    Jeffrey Terrell
    Denver, NC
    Katherine Braddock
    Tampa, FL
    Kei Sasaki
    Chatham, NJ

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