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
4800 N. Mayfair Dr., Oklahoma City, OK, 73112
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
Patrick is an agent at Eunice Khoury Insurance Agency since 2009, offering life, health, long-term care, and annuities, dedicating about full-time hours to this. He is also the owner of Munnerlyn Insurance and Investments since 2013, spending full-time hours on advisory services and insurance sales, including long-term care and Medicare planning.