SD
CFP

Stephen Glynn Dyer

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$185K average
Assets Under Management
$187.1M

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:Up to $300/hr

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
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Stephen provides tax preparation, advisement, and financial coaching. He is also listed as the guarantor of a lease for Tillys Zooms LLC and owns Optimal Wealth & Taxes, LLC, where he prepares tax returns. Additionally, Stephen is an insurance agent at Optimal Wealth and Insurance, LLC, selling insurance to individuals.

Employment History
Current Registrations
Motiv8 Investments LLC
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Fusion Capital, LLC
October 2012 - March 2021 · 8 yrs 5 mos
Fusion Capital, LLC
September 2011 - March 2012 · 6 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.