Motive Wealth Advisors LLC

Item 5: Fees and Compensation
  A.​ The annual management fee for our Investment Management Services is generally based on the total
      dollar value of the assets maintained in your investment accounts under our management and
      advisement. Certain clients with more complex financial situations may have an additional
      complexity-based flat fee applied in addition to the asset-based fee. Our fee is based on what is stipulated
      in the Wealth Management Agreement signed by each client.
      ​
      The annual asset-based fee ranges up to 1% of a client’s assets under our management and advisement
      and is charged quarterly in arrears based on the aggregate value of a client’s accounts under our
      management or advisement as of the last business day of the calendar quarter. Fees are prorated if
      intra-quarter client deposits or withdrawals cause such fees to increase or decrease by $500 or more. Fees
      can be structured as a tiered schedule whereby the fee is calculated by applying different rates to different
      asset values and/or as a flat fee based on the scope and complexity of the engagement.​
      ​
      The use of margin is permitted in the accounts managed by us, and you should be aware that a margin
      debit balance (created by borrowing against your account giving you access to cash and/or the ability to
      purchase additional securities) increases the market value of your account, which in turn increases the
      amount of the fee you pay as it is based on the gross margin balance. This creates a conflict of interest,
      which is described in more detail under Item 14.​

      Clients generally provide us with the authority to directly debit their accounts for payment of fees. The
      qualified custodians for client accounts, from which we retain the authority to directly deduct fees, have
      agreed to send statements to clients not less than quarterly detailing account transactions, including any
      amounts paid to Adviser.

  B.​ As stated above, clients may make additions to and withdrawals from their account at any time, subject to
      our right to terminate an account. Additions may be in cash or securities provided that we reserve the
      right to liquidate any transferred securities or decline to accept particular securities into a client’s account.
      We generally ask that clients provide notice to us of their intent to withdraw funds so that we may assist
      them with the process. It should be noted that we generally design our portfolios as long-term
      investments, and the withdrawal of assets may impair the achievement of a client’s investment objectives.
      We may consult with its clients about the options and implications of transferring securities. Clients are
      advised that when transferred securities are liquidated, they may be subject to transaction fees, short-
      term redemption fees, fees assessed at the mutual fund level (e.g., contingent deferred sales charges)
      and/or tax ramifications.​

  C.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs. Please
      refer to Item 12: Brokerage Practices, for further information on such brokerage and other
      transaction-related practices. Clients will also typically incur additional fees and expenses imposed by
      independent and unaffiliated third-parties, which can include qualified custodian fees, mutual fund or
      exchange traded fund fees and expenses, mark-ups and mark-downs, spreads paid to market makers, wire
      transfer fees, check-writing fees, early-redemption charges, certain deferred sales charges on
      previously-purchased mutual funds, margin fees, charges or interest, IRA and qualified retirement plan
      fees, and other fees and taxes on brokerage accounts and securities transactions. Clients will also incur
      fees for asset management for their assets that are managed by a Third-Party Adviser. These additional
      charges are separate and apart from the fees charged by Adviser.

  D.​ If Adviser or client terminates the advisory agreement before the end of a quarterly billing period, the pro
      rata fees earned through the effective date of the termination will be billed to the client.

                                            Date of Brochure: June 15, 2026

E.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities or other
    investment products.

                                        Date of Brochure: June 15, 2026

Item 7: Types of Clients
Adviser generally provides its services to individuals, high-net-worth individuals, trusts, estates, business entities,
charitable organizations, and pension and profit sharing plans. The minimum account value required to open and
maintain an account with Adviser is $5,000,000, subject to negotiation. Please note that the Third-Party Advisers
retained by Adviser may separately impose minimum account value requirements.

                                               Date of Brochure: June 15, 2026