Motiv8 Investments offers both discretionary and non-discretionary portfolio management services, tailoring investment advice to meet individual client needs and objectives. They primarily use equity securities, exchange traded funds, mutual funds, and various debt securities. Motiv8 also provides broad-based financial planning services, including cash flow analysis, retirement analysis, insurance analysis, portfolio analysis, education savings analysis, and estate analysis. Clients can choose to accept or reject Motiv8's recommendations.
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%.