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Michael Terrio

Motiv8 Investments LLC
18 Years of Experience
Port St Lucie, FL
Sells Insurance
View SEC Summary
View SEC Summary

Michael Terrio is a registered investment advisor at Motiv8 Investments LLC, based in Port St Lucie, FL, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 726 clients with $220M in assets under management.

Motiv8 Investments LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
726 clients
Average Client Portfolio
$302K average
Assets Under Management
$219.1M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Portfolio management fees are negotiable and will not exceed 2% annually. Fees for managing held-away assets on third-party platforms are charged at a flat annual rate of 1.45%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Michael is involved with Mike Terrio, Inc., offering insurance products and services since 2008, dedicating nearly full-time hours. He also owns multiple real estate properties through Crady T LLC, SE Rays Way LLC, and Brash LLC, and serves as Director of Roadways for Four Rivers Property Owners Association, dedicating minimal time to these activities.

Employment History
Current Registrations
Motiv8 Investments LLC
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
The Terrio Group
February 2011 - December 2017 · 6 yrs 10 mos
American Investment Services
July 2008 - May 2011 · 2 yrs 10 mos
State Registrations2 states
FLTX
Advisor

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.

Exams
No exam information available for this advisor.
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