Motiv8 Investments offers personalized portfolio management and comprehensive financial planning for individuals, businesses, trusts, and retirement plans. Founded in 2016 and based in Port St. Lucie, Florida, the firm creates customized investment portfolios using stocks, exchange-traded funds, mutual funds, bonds, and other securities. Clients can choose between discretionary management—where Motiv8 makes trades on their behalf—or non-discretionary management requiring client approval for each trade. In addition to managing traditional accounts, Motiv8 uses third-party platforms to manage outside accounts like 401(k) plans without taking direct custody. The firm also offers broad financial planning covering cash flow, retirement, insurance, education funding, and estate strategies, along with standalone hourly consulting.
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%.