Motiv8 Investments LLC
Assets Under Management
$187.1M
Number of Clients
1,011
Number of Advisors
14
Average Client AUM
$185K
AUM per Advisor
$13.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Motiv8 Investments LLC offers personalized investment advisory services including discretionary and non-discretionary portfolio management and broad-based financial planning. They primarily use equity securities, ETFs, mutual funds, and various debt securities. Financial planning covers cash flow, retirement, insurance, portfolio, education, and estate analysis. They also manage held-away assets through a third-party platform.
Fee Structure
Motiv8 charges fees based on a percentage of assets under management for portfolio management, and fixed or hourly fees for financial planning services. Portfolio management fees are negotiable but will not exceed 2% annually. Fixed financial planning fees range from $1,000 to $10,000, depending on the plan's complexity. Hourly fees are $300. For management of held away assets on a third party platform, Motiv8 charges an annual fee of 1.45%. A minimum of $50,000 is required to open and maintain an advisory account, but this may be waived at Motiv8's discretion.
Areas of Practice
Location
542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986