Motus Wealth Management, LLC is a registered investment advisor founded in December 2021, operating out of Atlanta, Georgia. The firm offers comprehensive financial planning and investment management services tailored to individuals, high-net-worth households, trusts, estates, and family businesses. Motus Wealth utilizes Modern Portfolio Theory and a long-term strategic and tactical asset allocation approach, investing primarily in passively managed index funds, exchange-traded funds, and bonds. The advisory team, led by principals Terry Montano and Contey Smith, builds customized financial plans covering retirement income, cash flow, tax planning, estate planning, charitable giving, and business planning. The firm operates with a legal obligation to act in its clients' best interests and manages portfolios on a discretionary basis, meaning they make investment trades on behalf of clients without needing prior permission for every single transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Accounts under $1,000,000 incur a supplemental fee of $250/month. Total fees will not exceed 3% of assets under management.