Motley Fool Wealth Management, LLC
Assets Under Management
$2.2B
Number of Clients
2,871
Number of Advisors
17
Average Client AUM
$759K
AUM per Advisor
$128.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Motley Fool Wealth Management offers nondiscretionary advice (financial review, counseling, financial planning, model delivery) and discretionary account management through its Personal Portfolio Program. Services are based on client profiles and may be adjusted with financial planner interaction. Model Delivery Services are for institutions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
These rates apply to Stock-Based Model Portfolios. Index-Based Model Portfolios have different rates. MFWM may agree to a lower Asset-Based Fee under specific situations.
Fee Estimator
You'll pay an annual fee based on the assets in your account. For Stock-Based Model Portfolios, the fee is 0.95% on the first $1,000,000 and 0.75% on amounts over $1,000,000. For Index-Based Model Portfolios, the fee is 0.40% on the first $1,000,000 and 0.30% on amounts over $1,000,000. Account minimums start at $6,000 and can be higher depending on the strategy and custodian. Additional investments are subject to a $500 minimum.
Areas of Practice
Location
2000 Duke Street, Second Floor, Alexandria, VA, 22314