Motus Partners LLC

Fee-Only (% of Portfolio)

Motus Partners provides investment management services, offering advice on equities, treasury securities, and options. They work with clients whose investment objectives, risk tolerance, and income needs align with their investment strategy. Motus Partners has discretionary authority to manage client accounts, purchasing and selling securities without prior consultation. Fees are negotiated with each client and may be waived at the firm's discretion.

Assets Under Management$3.6M
Clients3
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$3.6M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Motus Partners offers investment management services. For non-qualified clients, they charge up to 2% of the value of your portfolio per year. For qualified clients, they charge 25% of the annual net realized and unrealized profits, subject to a 6% hurdle rate and a high water mark. Fees are billed quarterly or annually in arrears, depending on the fee structure.

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Location

1 Advisors at this firm