OT

Owen P Tennyson

6 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

Owen is an independent insurance agent/broker for multiple life and health insurance companies, earning commissions from sales.

Employment History
Current Registrations
Motiv8 Investments LLC
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Foundations Investment Advisors LLC
July 2019 - February 2022 · 2 yrs 7 mos
State Registrations2 states
IDTX
Advisor
Exams
No exam information available for this advisor.