Jeffrey Carnevale is a CFA-designated registered investment advisor at Motus Partners LLC, based in Sarasota, FL, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $3.6M in assets under management.
Compensation
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Fee Structure
Motus Partners offers investment management services. For non-qualified clients, they charge up to 2% of the value of your portfolio per year. For qualified clients, they charge 25% of the annual net realized and unrealized profits, subject to a 6% hurdle rate and a high water mark. Fees are billed quarterly or annually in arrears, depending on the fee structure.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a 50% owner, co-founder, and co-CEO of Hunt & Lather LLC, a men's personal care products company, since June 2023. He spends about 10-20% of his time on product development, accounting, and web development for the company.
Employment History
Current Registrations
Motus Partners LLC
State Registrations1 state
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