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How does the advisor help clients – Key Takeaways:
MOTUS CAPITAL MANAGEMENT LLC is a trusted financial advisor that helps clients achieve their financial goals through personalized strategies and expert advice. They focus on building long-term relationships with their clients, providing them with a comprehensive range of financial services.
Facts and Insights
MOTUS CAPITAL MANAGEMENT LLC was founded in 2010 and is headquartered in New York City. They have a team of highly qualified, experienced and dedicated advisors who work closely with their clients to understand their unique needs and create customized plans to help them reach their financial goals. With a commitment to transparency and strong ethical principles, MOTUS CAPITAL MANAGEMENT LLC is known for their excellent customer service and holistic approach to financial management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 10 years |
Financial Services Offered
MOTUS CAPITAL MANAGEMENT LLC offers a wide range of financial services to its clients, including:
- Investment management and advisory services
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance and risk management
- Education planning
Client Types
MOTUS CAPITAL MANAGEMENT LLC caters to a diverse range of clients including:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
MOTUS CAPITAL MANAGEMENT LLC believes in transparent fee structures and strives to keep their fees competitive. They offer a fee-based compensation structure, meaning they are compensated through a percentage of the assets they manage for their clients. This aligns their interests with their clients’ interests, as they only make money when their clients’ assets grow.
Background
The team at MOTUS CAPITAL MANAGEMENT LLC has a diverse range of experience in the financial industry, having served in various roles at top investment firms and financial institutions. They hold numerous certifications including CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), and CPA (Certified Public Accountant), demonstrating their expertise and commitment to their clients.
Financial Advisor Disclosures to Know
MOTUS CAPITAL MANAGEMENT LLC discloses any potential conflicts of interest and is committed to providing transparent and unbiased financial advice to their clients. They adhere to high ethical standards and are dedicated to acting in their clients’ best interests at all times.