Assets Under Management
$13.4M
Number of Clients
34
Number of Advisors
2
Average Client AUM
$393K
AUM per Advisor
$6.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Motus Wealth provides personalized financial planning and portfolio management services to individuals and high-net worth households, their related entities, trusts, estates, and family businesses. Financial planning includes cash flow, retirement, estate, insurance, and tax planning. Portfolio management is tailored to client objectives and risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
3355 Lenox Road Ne, Suite 1000, Atlanta, GA, 30326