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Patrick Munnerlyn

Motiv8 Investments LLC
13 Years of Experience
Oklahoma City, OK
Sells Insurance
View SEC Summary
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Patrick Munnerlyn is a registered investment advisor at Motiv8 Investments LLC, based in Oklahoma City, OK, with 13 years of industry experience. Patrick 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

4800 N. Mayfair Dr., Oklahoma City, OK, 73112

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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

Patrick is an agent at Eunice Khoury Insurance Agency since 2009, offering life, health, long-term care, and annuities, dedicating about full-time hours to this. He is also the owner of Munnerlyn Insurance and Investments since 2013, spending full-time hours on advisory services and insurance sales, including long-term care and Medicare planning.

Employment History
Current Registrations
Motiv8 Investments LLC
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Onpointe Advisory and Financial Services, LLC
April 2015 - June 2017 · 2 yrs 2 mos
High Street Asset Management, LLC
February 2013 - April 2015 · 2 yrs 2 mos
State Registrations1 state
OK
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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