Mutual Trust Advisory Group

Mutual Trust Advisory Group, Inc. (MTAG) is a registered investment adviser based in Estero, Florida, established in 2016 by principal owner Scott R. Schatzle. The firm offers financial planning, investment management, and wealth management services. Financial planning services include cash flow analysis, retirement analysis, insurance analysis, portfolio analysis, education savings analysis, estate planning, and tax planning. MTAG provides discretionary portfolio management services tailored to clients' needs and investment objectives. The firm does not specialize in specific securities but advises on various types. Clients have the option to limit the firm's discretionary authority. MTAG charges a negotiable fixed fee for financial planning engagements ranging from $25,000 to $350,000 or an hourly fee up to $350/hour. Investment management services incur a fee of up to 1.75% of the portfolio value, billed quarterly. Wealth management services fees are based on a percentage of assets under management, with annualized fees ranging from 0.25% to 0.95% based on the portfolio value. The firm does not impose account minimums and provides periodic account reviews. MTAG does not vote proxies on behalf of clients and does not accept referral fees. The firm has no financial impairment and is SEC registered.