A complete list of active advisors currently associated with Mottet Wealth
Warmer can help you find a great advisor at Mottet Wealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at Mottet Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Parkville, MO
| 33
|
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