Adib Motiwala is a registered investment advisor at Motiwala Capital, based in Irving, TX, with 14 years of industry experience. Adib operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 28 clients with $11M 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 | 1.00% |
Fees are negotiable. Clients who are ‘qualified’ per SEC rule 205-3 may elect to utilize our services and compensate us on Performance-based fees. In such case, Motiwala Capital does not charge a management fee and only charges Performance fees. Our performance fee is 20% of the annualized account profit, subject to a high water mark.
Fee Estimator
Location
Irving, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adib works as a Program Manager for Software Delivery teams at Citigroup since August 2024. This is a full-time position.
Employment History
Current Registrations
Motiwala Capital
State Registrations1 state
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