Joseph Motley is a registered investment advisor at Mvm Advisors, LLC, based in Katy, TX, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 16 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $6.0M | 0.35% |
| $6.0M - $7.0M | 0.25% |
| $7.0M - $8.0M | 0.18% |
| $8.0M - $9.0M | 0.18% |
| $9M+ | 0.18% |
Fees are negotiable for clients with assets under management over $9,000,000.00 depending on asset mix and individual needs.
Fee Estimator
Location
Katy, TX
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Regulatory 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 ActivitiesSells Insurance
Joseph provides business consulting services through MVM Advisors LLC, dedicating minimal time to it in 2015. He also started Adrian International LLC, an employee benefits consulting firm specializing in health care and key man insurance, including whole life and annuities, and spends minimal time on it.
Employment History
Current Registrations
Mvm Advisors, LLC
Previous Registrations
Joseph Gunnar & CO., LLC
Oppenheimer & CO. INC.
State Registrations1 state
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