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.
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Learn about disclosures →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.