Motive Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Motive Wealth Advisors serves individuals, high‑net‑worth clients, trusts, estates, business entities, charitable organizations, and pension and profit‑sharing plans. The firm offers discretionary investment management, financial planning, pension consulting, and the selection and oversight of independent third‑party advisers.
Portfolios are implemented through diversified, risk‑based allocations using no‑load mutual funds, ETFs, individual stocks, U.S. government securities and money market funds, and combine active and passive approaches with analytical methods that include fundamental, relative strength, charting and technical analysis. Motive develops client profiles to align objectives and risk tolerance, monitors accounts on an ongoing basis, and may provide either discretionary or, in limited cases, non‑discretionary management.
Distinctive features include the firm’s routine use of third‑party investment advisers—Motive conducts due diligence, recommends and can retain or terminate outside managers, and monitors those relationships—an arrangement that is uncommon among peers. The firm also permits margin borrowing in managed accounts and may construct leveraged strategies for certain high‑net‑worth clients, and it discloses the resulting conflicts and operational considerations related to margin use.
Client services
Expertise
Occupation focus
Fee options
Complexity-based flat fees may apply in addition to asset-based fees for certain clients
Up to 1% variable asset-based fee, may be tiered or flat based on scope and complexity
Account minimum: $5,000,000, subject to negotiation Minimum fee: Additional complexity-based flat fee may apply for certain clients with more complex financial situations
Main office
525 W. Merrill St.
Birmingham MI 48009
Advisors at this office
3
Most active in
Florida · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Jane L
Series 65
Birmingham, MI
Motive Wealth Advisors, LLC
Jane Lowry is a financial advisor at Motive Wealth Advisors, LLC in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Ducker Worldwide and other firms from 2014 to 2022. Motive Wealth Advisors serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering investment management and financial planning with a focus on diversified, risk-based portfolios using both active and passive strategies. The firm manages approximately $318 million across about 80 client relationships and conducts due diligence on independent third-party advisers, a practice that distinguishes it within the industry.
Jason C
CFP®, CFA®
Birmingham, MI
Motive Wealth Advisors, LLC
Jason Close is a CFP® and CFA® with 12 years of industry experience. He has worked at Motive Wealth Advisors, LLC since 2021 and previously held roles at tru Independence Asset Management, LLC, Wealthcare Advisors, LLC, and Planning Alternatives Ltd. He is involved in administrative and financial management activities through affiliated entities. Motive Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a diversified, risk-based investment approach using both active and passive strategies and provides discretionary and non-discretionary management, financial planning, and pension consulting.
James N
CFP®, Series 63, Series 65
Birmingham, MI
Motive Wealth Advisors, LLC
James Niedzinski is a CFP® with 19 years of industry experience, currently serving as an advisor at Motive Wealth Advisors, LLC since 2021. His prior roles include positions at Tru Independence Asset Management, Wealthcare Advisors, and Planning Alternatives. He also acts as a power of attorney and co-trustee for his parents' revocable living trust. Motive Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm offers investment management and financial planning services, employing diversified, risk-based portfolios with both active and passive strategies and conducts due diligence on independent third-party advisers.
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