How Does the Advisor Help Clients – Key Takeaways:
MOTUS Partners LLC is a trusted financial expert that provides a wide range of financial services to help clients achieve their financial goals. They are committed to providing customized solutions for each client, tailoring their services to fit the unique needs and circumstances of their clients. Their approach is transparent and ethical, ensuring that clients are well-informed and empowered to make sound financial decisions.
Facts and Insights:
- Founded in 2010, MOTUS Partners LLC has been in business for over a decade.
- Currently, they have over $500 million in Assets Under Management (AUM).
- The firm has a team of experienced and knowledgeable advisors who provide personalized financial advice.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered:
MOTUS Partners LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types:
MOTUS Partners LLC serves a diverse group of clients, including individuals, families, businesses, and institutions. They take a personalized approach to understanding their clients’ needs, risk tolerance, and future goals, to provide tailored financial solutions. Their commitment to building long-term relationships with their clients has made them a trusted advisor for many.
Fees & Compensation:
MOTUS Partners LLC operates on a fee-only basis, meaning they do not earn commissions on products or services they recommend to their clients. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of AUM, making their compensation directly tied to the success of their clients’ investments.
Background:
MOTUS Partners LLC was founded by a team of experienced financial advisors who shared a common goal of providing personalized and transparent financial advice to their clients. They have built a strong reputation for their integrity, knowledge, and commitment to their clients’ success.
Financial Advisor Disclosures to Know:
As a financial expert, MOTUS Partners LLC is subject to certain disclosures and regulations. They hold all necessary licenses and registrations required by relevant governing bodies. Additionally, they provide full transparency on their fees, potential conflicts of interest, and any relevant disclosures that may affect their clients’ financial decisions.