Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Motiv8 charges fees based on a percentage of assets under management for portfolio management services. These fees are negotiable and will not exceed 2% annually. They also charge fixed fees ($1,000 to $10,000) or hourly fees ($300) for financial planning services. A 1.45% annual fee is charged for the management of held away assets on a third-party platform. The minimum to open and maintain an advisory account is $50,000, but this may be waived at Motiv8's discretion.
Areas of Practice
Advisor Information
Office location
542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved with Mike Terrio, Inc., offering insurance products and services since 2008, dedicating nearly full-time hours. He also owns multiple real estate properties through Crady T LLC, SE Rays Way LLC, and Brash LLC, and serves as Director of Roadways for Four Rivers Property Owners Association, dedicating minimal time to these activities.