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At Motz Wealth Management, we provide fee-based asset management. What does that mean for you? It means that when you work with our team, you know that you are getting a trusted, ongoing relationship with an advisor who has chosen a business model that benefits you, the client.

As fee-based advisors, we act as your trusted financial consultants. Motz Wealth Management’s fee-based business model focuses on a relationship—the ongoing supervision of your assets under management (AUM), with our advisory fees dependent on the performance of those assets.

In the fee-based business model, when you do well, we do well. This encourages partnership and collaboration as we work together to plan your financial future, as opposed to just selling you an investment product.

Does a transaction-based investment broker—who is focused on selling you a product—have a similar motivation? When a client buys an investment, the broker is paid a commission upfront. So this model inherently encourages an investment broker to constantly sell.

But what if you don’t buy any more investment products? Will the broker continue to advise you for years to come? Maybe—but that’s not what the business model promotes.

As fee-based advisors, we have the same goal you have—the goal of protecting and growing your assets. We both succeed when that happens.

We’ve chosen this business model because our conscience and ethics tell us it’s the best way to deliver the high-end consultative services we offer our clients. Through this approach, we can provide what we believe to be better guidance for you. Our financial success is determined by you and the growth of your assets.

By choosing to work with an independent investment professional, you’re taking the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

  Learn more about Why Choose a Fee Based Advisor.



 

 

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.