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William Mark Motley

Foster & Motley Inc.

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About William Mark Motley

William Motley is a financial advisor with over 30 years of experience in the industry. William is a Chartered Financial Analyst and holds the Series 7 and Series 63 licenses. William specializes in providing financial planning and investment advice to high-net-worth individuals, families, and charitable organizations. William is affiliated with Foster & Motley Inc., a Registered Investment Advisor (RIA) firm based in Cincinnati, Ohio. The firm has a strong track record of providing personalized investment management and financial planning services to clients.

Firm Information

William Motley is currently registered with Foster & Motley Inc.. Foster & Motley Inc. is a registered investment advisor headquartered in Cincinnati, OH. The firm manages approximately $2.27 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm offers a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals and businesses.
Foster & Motley Inc.

7755 MONTGOMERY ROAD

CINCINNATI, OH 45236

$2.27B

Assets Under Management

45

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Motley’s Registration & Firm History

OH

12/04/2000 - Present

Foster & Motley Inc. (CINCINNATI OH)

MD

01/10/1996 - 08/13/1996

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

04/18/1989 - 01/10/1996

BARTLETT & CO.

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Licenses & Designations

BC

Issued 07/21/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Mark Motley.
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