Mottet Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,968,969
Total clients
130
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
130
Average account size
$522,838
About
Mottet Wealth is a small independent wealth advisory firm that serves primarily individual clients and also manages accounts for retirement plans, corporations, trusts and other institutional entities. The firm offers portfolio management, financial planning and retirement-plan consulting and implements client strategies through a third-party platform described in its brochure.
The adviser works with clients to establish risk/return profiles and selects from model portfolios, individually managed accounts and mutual fund solutions available on the platform, including proprietary GuideMark/GuidePath strategies and GPS-style allocations. It also makes use of platform services described in the brochure — periodic account reporting and quarterly performance reviews, tax-management overlays, access to alternative investments via an iCapital offering, and FDIC-insured cash sweep and CD options — when appropriate for client objectives.
Compared with many independent peers, Mottet Wealth highlights a set of less-common offerings: the firm issues regular client periodicals and performance communications, provides portfolio management for institutional clients, and engages in pension/retirement-plan consulting. Given its roughly $68 million in assets under management and about 130 client relationships, that combination of institutional work, ongoing client communications and access to proprietary and alternative strategies on the platform is a distinctive feature relative to typical firms in this category.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Expertise
Retirement income strategy
Occupation focus
Self-Employed
Founder/Business Owner
Retired
Fee options
Some financial planning and consulting services offered on flat fee basis, negotiated with client
$0 - $250,000: 0.25% platform fee for GPS Fund Strategies (account assets up to $250,000) $250,000+: 0.10% platform fee for GPS Fund Strategies (assets above $250,000) $0 - $25,000: Higher effective fee due to minimum fees and account size minimums (e.g., $25,000 minimum for GMS/PMP accounts) $0 - $150,000: Higher effective fee for Savos Personal Portfolios below $150,000 minimum
Financial Planning and Consulting Fees can be charged hourly or as recurring or one-time fees, negotiated separately
Account minimum: $25,000 for most discretionary accounts; $150,000 for Savos Personal Portfolios; $500,000 for AssetMark Custom High Net Worth accounts Minimum fee: $350 annual minimum platform fee for certain ETF and mutual fund investment solutions (prorated quarterly) Fee-only: Platform fee includes advisory, administrative, custodial and brokerage services; 0.10%-0.25% platform fee depending on strategy and account size
Main office location
Mottet Wealth
Parkville MO, United States
Number of offices
1
Most active in
Mottet Wealth has reported serving >5 clients in these states in the last 12 months.
Iowa · Kansas · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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