Assets Under Management
$187.1M
Number of Clients
1,011
Number of Advisors
14
Average Client AUM
$185K
AUM per Advisor
$13.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Motiv8 Investments LLC offers personalized portfolio management services on both a discretionary and non-discretionary basis. They also provide broad-based financial planning services, including cash flow, retirement, insurance, portfolio, education savings, and estate analysis. They use third-party platforms to manage held-away assets. Fees are based on AUM, fixed fees, or hourly charges.
542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986