Sean Mason is a registered investment advisor at Motiv8 Investments LLC, based in Fresno, CA, with 11 years of industry experience. Sean 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
5260 N. Palm Avenue, Suite 320, Fresno, CA, 93704
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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
Sean is an insurance agent since 2002, selling insurance and annuities under the name Fresno Financial Advisors. He also provides financial education through workshops and seminars with the Society of Financial Awareness, for which he receives no compensation.
Employment History
Current Registrations
Motiv8 Investments LLC
Previous Registrations
Creativeone Wealth, LLC
Retirement Wealth Advisors, INC.
Phi Beta Kapital Investments, INC.
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.