Motta Wealth Management (MOT) provides ongoing portfolio management based on individual client goals, including investment strategy, asset allocation, and risk tolerance. MOT also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. MOT generally limits its investment advice to mutual funds, fixed income, equities, and ETFs. Clients may impose restrictions on investments based on their values, but MOT reserves the right to end the relationship if restrictions prevent proper service.
Assets Under Management$400K
Clients8
Advisors1
Avg. per Client$50K
Avg. per Advisor$400K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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