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At Motz Wealth Management, we strive to be transparent so that you'll have a clear understanding of the fees you'll be paying for our services. We charge both one-time only financial planning fees and ongoing investment management fees.

Investment Management Fees

We charge an investment management fee based on the value of your portfolio. We advise on portfolios with a minimum value of $500,000 [including active 401(k) accounts].

For potential clients who are financially responsible and saving a substantial portion of their income, we may waive the minimum portfolio size with the expectation that the portfolio will reach the $500,000 target in a reasonable time.

Financial Planning Fees

We also offer tailored financial planning packages specific to our clients' needs. Fees for these packages are based on the complexity of the services provided. Each client receives a complimentary consultation, after which a flat fee is charged for service. The minimum one-time fee ranges from $1,500–$2,500.

If you are interested in working with Motz Wealth Management, please contact us to schedule a complimentary, no-obligation "get to know you" meeting. We'd be happy to explain our services and fee structure in more detail.

 

 

140 Clemens Rd., Suite 102, Harleysville, PA 19438

Phone:  215.513.6240      Fax:  215.513.1614

Email: admin@motzwealthmanagement.com

Website: www.motzwealthmanagement.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of FL, MA, MO, NC, NJ, NM, OK, PA, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.