Katherine Stienessen is a registered investment advisor at Motiv8 Investments LLC, based in Port St Lucie, FL, with 25 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,011 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Motiv8 Investments charges an annual fee based on a percentage of the assets they manage for you. This fee is negotiable depending on factors like the amount you invest and the complexity of your financial situation, but it will not exceed 2% annually. The fee is billed monthly, in advance, and is based on the value of your portfolio at the end of the preceding month. Motiv8 also manages held away assets on a third party platform for an annual fee of 1.45%.
Location
542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Katherine is an independent insurance agent, including equity indexed annuities, and owns Kay Stienessen CPA, a tax preparation business since 2013, taking about a quarter of Katherine's time. She also serves as a board member on the finance committee for The Lenox Foundation, dedicating minimal time to this activity.
Employment History
Current Registrations
Motiv8 Investments LLC
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Valmark Securities, INC.Broker
Morgan Stanley Dw INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.