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Home > Retirement Planners > michigan > birmingham > MOTIVE WEALTH ADVISORS, LLC
MOTIVE WEALTH ADVISORS, LLC
525 W. Merrill St.
Birmingham, Michigan 48009
Tel: (248) 987-5731
About MOTIVE WEALTH ADVISORS, LLC
MOTIVE WEALTH ADVISORS, LLC, formally registered with the SEC as MOTIVE WEALTH ADVISORS, LLC. The firm was established in 03/12/2021. They have over 4 offices throughout the country.
MOTIVE WEALTH ADVISORS, LLC is a Birmingham, Michigan based Financial Planning firm with nearly $279,251,739 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312303 |
| SEC# | 801-120495 |
| Assets Managed by Firm | $279,251,739 |
| No. of Clients | 359 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 359 | $279,251,739 |
| Individuals (other than high net worth individuals) | 25 | $6,733,733 |
| High net worth individuals | 55 | $261,463,517 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,974,192 |
| Charitable organizations | Fewer than 5 clients | $7,926,515 |
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