Jason Close is a CFA, CFP-designated registered investment advisor at Motive Wealth Advisors, LLC, based in Birmingham, MI, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 80 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Motive Wealth Advisors' annual investment management fee is based on the value of your investments. The fee can range up to 1% per year. Some clients with complex situations may have an additional flat fee. The fee is charged quarterly. Fees can be structured as a tiered schedule or a flat fee.
Location
525 W. Merrill St., Birmingham, MI, 48009
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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.
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Jason is a manager at JC Niedzinski LLC and sole-member of JS Close LLC, both affiliates of Motive Wealth Advisors. He spends minimal time on administrative and financial management duties for these entities.
Employment History
Current Registrations
Motive Wealth Advisors, LLC
Previous Registrations
Tru Independence Asset Management, LLC
Wealthcare Advisors, LLC
Planning Alternatives LTD
Capelli Financial Services INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.