Motus Wealth offers personalized financial planning and investment management services. Financial planning includes cash flow, retirement income, wealth transfer, insurance, and tax planning. Investment management involves reviewing client portfolios, considering investment objectives, and providing advice based on client needs. Motus Wealth uses a tailored investment policy statement to manage client portfolios.
Assets Under Management$13M
Clients34
Advisors2
Avg. per Client$390K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Clients who have investment portfolio values of less than $1,000,000 will also be charged a supplemental fee of $250/month, billed quarterly, until their portfolio exceeds $1,000,000. Total fees charged by our firm will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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