What is the minimum amount I need to invest with Motley Fool Wealth Management?

Motley Fool Wealth Management offers tax-efficient, stock-based investment management strategies to all of our clients. We offer three levels of service based on the amount you invest with us.

You can become a stock investor for as little as $6,000 (that’s less than one year’s worth of IRA contributions!)

• For aspiring millionaires, when you invest $6,000 to $300K with Motley Fool Wealth Management, you qualify for our digital experience. We’re proud to offer…
  • Online guidance for your investments
  • Stock-based active investment management
  • Customized asset allocation among exclusive SMA strategies*
  • 24/7 access to your Fool Wealth client portal, where you can find trade rationales from our Portfolio Managers, view performance, and access cash management through Flourish
  • Access to our in-house Client Experience team (when you call you will talk with a real human)
  • Automatic annual account rebalancing

Get started today with a FREE portfolio recommendation!

• For clients who invest $300K or more with us, you’ll gain access to advisor-based guidance in addition to our digital services. Our team of Wealth Advisors are here to help you with the specific needs of a higher-net-worth portfolio, and are on-call to answer your questions about your asset allocation. 

Schedule an introductory call with a Fool Wealth Advisor

• When you invest $1M or more with Motley Fool Wealth Management, you’ll receive comprehensive financial planning services at no additional cost, which could include: 
  • Retirement planning
  • Guidance on charitable giving
  • Cash flow management
  • Strategic planning for RMDs, Social Security, Roth conversions
  • Choices around pension claiming
  • Education planning
  • Legacy planning guidance
  • Second opinion on insurance coverage and purchased annuities
  • General tax guidance, including tax-loss harvesting for qualified clients, when appropriate
  • Regular, proactive account and plan check-ins from your dedicated planner

Which experience is the best fit for you? Click here first to see your customized asset allocation recommendation, then we’ll point you in the right direction to serve your unique financial needs. 

*We tailor our asset allocation recommendations for each client.  However, our selection of individual securities is not personally tailored to client accounts.  Rather, the individual securities purchased and sold for client accounts are based upon and track the holdings in our Model Portfolios which correspond to each strategy. Each of the securities in the Model Portfolios is carefully selected by our portfolio managers.