Motive Wealth Advisors offers investment management services where they make investment decisions for clients based on their financial situation and goals. They also offer financial planning services, providing recommendations on various financial topics. Motive Wealth Advisors may recommend other investment advisors to manage a portion of a client's portfolio. They also offer pension consulting services to retirement plans.
Assets Under Management$320M
Clients80
Advisors3
Avg. per Client$4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$5M
Motive Wealth Advisors' annual investment management fee is based on the value of your investments. The fee can range up to 1% per year. Some clients with complex situations may have an additional flat fee. The fee is charged quarterly. Fees can be structured as a tiered schedule or a flat fee.
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