Motley Fool Wealth Management, LLC
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Overview
Motley Fool Wealth Management, LLC operates as a financial advisor firm that has its headquarters in Alexandria, Virginia. It administers $1.6 billion in total assets across 4,591 accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). The firm has an average-sized team, including 33 financial advisors. Motley Fool Wealth Management, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments like bonds, equities and options.
Motley Fool Wealth Management, LLC administers all of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell judgments are made by an investment advisor without requiring the client's authorization. The advisory firm administers an average of $353,236 for every customer account. An average financial advisor at Motley Fool Wealth Management, LLC manages about 139 client accounts.
Motley Fool Wealth Management, LLC's headquarters is located at 2000 Duke Street, Alexandria, Virginia 22314. It is registered to serve customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Motley Fool Wealth Management, LLC by the Numbers
$1.6 billion
64
4,591
$353.2 thousand
Products and Services
Motley Fool Wealth Management, LLC offers multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. In the last financial year, it provided financial planning services to 251-500 of its customers. The company is not engaged in selling products or offering services other than investment advice to its investment advisory clients. The company is also affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer and commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by the firm most likely include the following fee types: asset-based, fixed or other. Motley Fool Wealth Management, LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
It provides services to retail investors, high net worth investors, corporations and other. Out of its 4,591 accounts, Motley Fool Wealth Management, LLC's largest client is retail investors, although it also serves 463 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 15.07%
- Other Individuals - 84.18%
- Corporations - 0.75%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Motley Fool Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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