Stephen Dyer is a CFP-designated registered investment advisor at Motiv8 Investments LLC, based in Augusta, GA, with 14 years of industry experience. Stephen 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
3633 Wheeler Rd., Suite 210, Augusta, GA, 30909
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
Stephen provides tax preparation, advisement, and financial coaching. He is also listed as the guarantor of a lease for Tillys Zooms LLC and owns Optimal Wealth & Taxes, LLC, where he prepares tax returns. Additionally, Stephen is an insurance agent at Optimal Wealth and Insurance, LLC, selling insurance to individuals.
Employment History
Current Registrations
Motiv8 Investments LLC
Previous Registrations
Fusion Capital, LLC
Fusion Capital, LLC
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
More Advisors
- Michael Cave, ChFCCave, INC.
- Robert Rice, CFPAsset Advisors
- Troy Breitmann, CFPLPL Financial LLC
- Raymond Benjamin, CFPFirethorn Wealth Partners, LLC
- John Weaver, ChFCState Farm Investment Management CORP.
- Charles Marvin, CFPMorgan Stanley