Motus Wealth
Assets Under Management
$13.4M
Number of Clients
34
Number of Advisors
2
Average Client AUM
$393K
AUM per Advisor
$6.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Motus Wealth provides personalized financial planning and portfolio management services to individuals and high-net worth households, their related entities, trusts, estates, and family businesses. Financial planning includes cash flow, retirement income, wealth transfer, insurance, and income tax planning. Portfolio management involves a comprehensive review of client portfolios with respect to stated investment objectives.
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
Location
3355 Lenox Road Ne, Suite 1000, Atlanta, GA, 30326