Jane Bourette
Jane Bourette is a registered investment advisor at Motiv8 Investments LLC, based in Chatham, MA, with 17 years of industry experience. Jane 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
60 Munson Meeting Way, Office#1, Chatham, MA, 02633
Get directionsHistory
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
Jane is independently licensed to sell insurance and annuity products through various insurance companies. She is also a licensed real estate salesperson for referrals only.
Employment History
Current Registrations
Motiv8 Investments LLC
Previous Registrations
Jwkodak Capital Management, LLC
Kovack Advisors, INC.
State Registrations1 state
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
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