Gabriel Motta is a CFP-designated registered investment advisor at Inclinevest, based in Greenwood Village, CO, with 9 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 41 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.50% |
The annual fees are negotiable. Inclinevest also offers a flat-fee portfolio management model ranging from $5,000 to $50,000 annually, not to exceed 2% of assets under management.
Fee Estimator
Contact
Gabriel Motta
Location
Greenwood Village, CO
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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 Activities
Gabriel owns rental property leased through Airbnb. This activity requires minimal time.
Employment History
Current Registrations
Inclinevest
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
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
Additional Information
By listening carefully to goals, concerns, and priorities, I provide objective guidance to help bring clarity to complex decisions. The goal is to weigh options thoughtfully and build a course of action that inspires confidence.