Top financial advisors in Estero, FL
We’ve curated a list of the best financial advisors in Estero, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$120,939,477
Number of advisors
3 advisors
| $120,939,477 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Estero, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Estero. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$120,939,477 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Estero, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Estero. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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