Account minimums generally start at $15,000, but can be much higher (e.g., $300,000) based on account allocation, holdings and strategies (e.g., use of options and shorts). Clients investing $500,000 or more in our Personal Portfolio program may elect to speak with a Motley Fool Wealth Management (“MFWM”) financial planner (at no additional cost), who will provide financial review and counseling services in connection with their Personal Portfolio. As the amount to invest increases, the portfolio that we recommend for you might change.
Clients investing less than $500,000 in our Personal Portfolio program but who have combined investable assets of $500,000 or more are encouraged to schedule time with a MFWM financial planner to discuss how our Personal Portfolios fit into their overall portfolio.
Clients that have a managed account relationship of $1 million or more are offered complimentary financial planning with a direct point of contact on our experienced financial planning team.