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MOTIVATE CAPITAL MANAGEMENT, LLC
MOTIVATE CAPITAL MANAGEMENT, LLC is a financial management firm dedicated to helping clients reach their financial goals. With years of experience and a team of knowledgeable advisors, they provide expert advice and guidance on various financial matters.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial plans tailored to each client’s specific goals and needs.
- Offers a wide range of financial services to assist clients with their investments, retirement planning, and more.
- Creates a long-term relationship with each client, providing ongoing support and guidance to help them achieve financial success.
Facts and Insights:
MOTIVATE CAPITAL MANAGEMENT, LLC currently manages over $500 million in assets and has a team of 15 experienced advisors. They have been in business for 10 years and have established a strong reputation in the industry for their expertise and personalized approach to financial management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered:
- Investment management: Creating personalized investment portfolios based on each client’s goals and risk tolerance.
- Retirement planning: Helping clients plan for a secure and comfortable retirement.
- Estate planning: Assisting clients with creating an estate plan to protect their assets and provide for their loved ones.
- Financial planning: Creating a comprehensive financial plan to help clients achieve their short and long-term goals.
Client Types:
- High net worth individuals
- Individuals and families
- Small business owners
- Corporate executives
Fees & Compensation:
MOTIVATE CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as their fee, typically ranging from 1-2% depending on the size and complexity of the portfolio. They may also charge an hourly or flat fee for financial planning services.
Background:
The team at MOTIVATE CAPITAL MANAGEMENT, LLC is made up of experienced financial advisors with backgrounds in various areas of finance, including investment management, retirement planning, and estate planning. They are committed to staying up-to-date with industry trends and developments to provide the best possible service to their clients.
Financial Advisor Disclosures to Know:
It’s important for clients to be aware of any potential conflicts of interest or disciplinary actions from their financial advisors. MOTIVATE CAPITAL MANAGEMENT, LLC has a clean record with no disciplinary actions reported. They are committed to acting in the best interest of their clients and maintaining transparency in their business practices.