Motiv8 Investments LLC (Stuart)

Name: Motiv8 Investments LLC
Address: 2104 Se Rays Way, Stuart, FL, 34994
Telephone: 772-807-4628

Motiv8 Investments LLC is a multi-state adviser based in Stuart. It manages $81.83 million of regulatory assets for 640 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, Arkansas, California, and 20 other states.

Motiv8 Investments provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Motiv8 Investments: assets under management

The assets under management (AUM) of Motiv8 Investments LLC is $81.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1508% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $81.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.86 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 50% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 17% of the firm’s portfolio. Investments in investment and business development companies form 13% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Motiv8 Investments LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael Gerald Terrio serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Michael Gerald Terrio is individuals with 632 clients and $63.53 million of assets under management. Among the 1 most similar advisory firms, Motiv8 Investments has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $81.83 million for 640 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Motiv8 Investments doesn't advise any private funds.

Careers at Motiv8 Investments LLC

The company employs 15 people that are either part- or full-time employees. 87 percent of the employees work as investment advisers or researchers. 13 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Michael Gerald Terrio has been acting as President since 1 Sep 2016. Mark Edward Stratton joined the executive team most recently as the Cio.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Gerald Terrio	Managing member/president/cco	1 Sep 2016	75% - 100%	5453353
Mark Edward Stratton	Cio	1 Jan 2017	Other	1894252

Based in Stuart

The principal office where Motiv8 Investments LLC performs its advisory services is located at 2104 Se Rays Way, Stuart, FL 34994, which is also the mailing address of the firm. An additional office of the firm is in Burlington, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 772-807-4628 or by fax 772-807-4631. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at facebook.com/motiv8investments.