What sets Motley Fool Wealth Management apart from other investment advisors?
Our “Foolish” roots
First and foremost, our investment services are grounded in the Foolish investment philosophy of our affiliate company, The Motley Fool, LLC. Simply put, the Foolish investment approach seeks to invest in great businesses with what we think are strong growth prospects, then hold on to those positions for the long haul. These businesses have what we believe are easy-to-understand revenue models, clear competitive advantages, great management teams, strong corporate cultures, and long runways for growth. We believe these kinds of companies can anchor portfolios that have the potential for long-term, compounding growth that can help investors build wealth over time.
Over time, it became clear that a significant segment of our affiliate company’s subscribers loved the business-focused, buy-and-hold investment philosophy, but didn’t have the time to actively apply it to their own retirement accounts or other long-term portfolios.
So, in 2014, Motley Fool Wealth Management was created to address this need, offering investors a hands-off way to invest Foolishly for life.
We’re a boutique firm with a Motley crew of stock enthusiasts. Your entire Fool Wealth team (including Wealth Advisors, Portfolio Managers, Trade Desk, Client Experience Specialists) is employed in-house—creating what we believe is a simpler, yet more complete approach to your financial life. (If you’re shopping for financial advisors, we encourage you to ask how their advisor team and investing team work together, if at all.) And, when you call us with questions about your account, you’ll talk to a real person from the team!
Read our origin story and get to know our Fools
An investment strategy customized for YOU
We’ve created tailored allocations of our high-conviction equity strategies that are flexible for you and your financial goals.
Your portfolio allocation will be a blend of our seven exclusive, proprietary, actively managed strategies. Some clients are invested in a blend of several strategies while others are invested in just a few. It’s all based on YOUR individual financial needs—your time horizon, your risk and reward tolerance, and your goals for the future.*
Plus, your investments will be held in your separately managed account (SMA), which means you will own shares of individual businesses.
Learn more about customized asset allocation
Active portfolio management
You’ll gain exposure to our in-house Portfolio Managers’ highest-conviction stock picks through our exclusive equity strategies. We handpick stocks we believe have the potential to outperform the market over time. We invest in what we feel are standout businesses with solid fundamentals and competitive advantages over their industry peers.
As your professional investment team, you can rely on us to pay attention to the markets and make tough decisions that might otherwise keep you up at night.
Discover our one-of-a-kind portfolio management approach
Competitive fees
We charge a simple, straightforward assets under management (or AUM) fee of 0.95% annually for portfolios under $1 million and 0.75% for any amount over $1 million.** Ours are among the lowest fees to be found for active management in the entire industry. We encourage you to compare for yourself!
Separately managed accounts
With Motley Fool Wealth Management, or “Fool Wealth,” your money is held in an account that is solely yours, rather than in a pooled vehicle—like a mutual fund—with investors who may have different goals. In a separately managed account (SMA), you’re not at the mercy of other investors’ whims. So their actions, such as pulling out money at inopportune times, can’t hurt your returns.
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Transparency
We believe our wealth management clients should be able to stay fully informed without having to be fully involved.
You deserve to know how your portfolio is performing. That’s why you get 24/7 access to your Fool Wealth account via your Client Portal.
Your Portfolio Managers personally explain all of their buying and selling decisions. You’ll receive a trade alert every time we purchase or sell shares of one of your holdings, containing a written rationale from your Portfolio Managers explaining their decision. We believe this commitment to transparency is part of what sets us apart in the industry.
You receive a quarterly performance report, complete with commentary directly from your Portfolio Managers, sharing their thoughts on the past quarter’s performance and the future outlook for your SMA strategies.
Your performance is always reported net of fees, so you can see exactly how your account performance compares to its benchmarks, and more importantly, how your portfolio is performing in relation to your unique investment goals.
*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.
**Please note that clients will pay its custodians certain transaction fees, account fees, and other miscellaneous charges. In addition, certain Fool Wealth strategies may utilize exchange traded funds (ETFs) and mutual funds that are subject to fees and expenses that are passed along to clients. Depending on the strategy, these underlying fees and expenses may be significant. Depending on the strategy, these underlying fund fees may be significant. Fool Wealth’s management fees reduce the rate of return on investments. Details of Fool Wealth’s fees for index-based portfolios can be found in Item 5(A)(1)(a) of our Brochure (“Form ADV Part 2A”).