Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Motus Wealth charges an annual fee based on a percentage of assets under management. For clients with portfolios less than $1,000,000, there is a supplemental fee of $250/month, billed quarterly, until the portfolio exceeds $1,000,000. Financial planning fees range from $3,500 and up based on complexity. Hourly financial planning services are available at a rate of $250-$400 based on the size and complexity of the clients’ needs. Total fees will not exceed 3% of assets under management.
Areas of Practice
Advisor Information
Office location
Buford, GA
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Contey Fulinia SmithRegulatory 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 Activities
Contey is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial.