All of the Foolish investment philosophies you love — none of the day-to-day investing hassles you don't. Learn how we can help you protect and potentially grow your wealth.
First we’ll ask you a few easy questions…
That way we can get to know you and your financial situation a little better, and we can begin building you a Personal Portfolio that is custom-tailored to your age, goals, and risk-tolerance.
Next, we’ll show you the Foolish portfolio we’ve custom-built just for you…
Our team can handle all of your Foolish investing for you, whether you're just starting out, working towards retirement, or already retired.
Then you can simply sit back, relax, and let us manage your Foolish portfolio for you!
After you accept the Personal Portfolio we have designed for you, we'll send you over to our partners at Interactive Brokers with everything you need to open and fund your account…
And once you have, we'll begin taking care of the "heavy lifting" that goes along with running a portfolio — including all the buying, selling, and rebalancing — so that you can spend your time doing the things that matter the most to you…
Like raising your family… building your own business… furthering your career… pursuing your passions… or even just enjoying your retirement.
The bottom line is that Motley Fool Wealth Management can make Foolish investing easier, more personalized, and less time-consuming than you ever thought possible — so you can do more with your days and sleep easier at night!
Many Fools have been asking why Motley Fool Wealth Management chose Interactive Brokers as our exclusive partner for Foolish SMAs...
And while it's true that Barron's recently named Interactive Brokers as the No. 1 discount online brokerage in the world for three years running...
The truth of the matter is that after countless hours of meetings with a variety of online brokerage companies, Motley Fool Wealth Management ultimately selected Interactive Brokers as our exclusive partner for Foolish SMAs because of their...
Wide range of investment options...
Superior trading platform...
And low-cost trading fees...
We'll discuss fees more fully once you're ready to take the next step — but for the sake of complete transparency, we do want to point out that while you won't have to pay a single extra cent to have our team build and manage a portfolio for you beyond the flat fee that you'll pay upfront to become a client of Motley Fool Wealth Management...
Interactive Brokers will charge you a maintenance fee of $7.50 per quarter for any IRAs that we manage on your behalf. And there will also be small trading fees that will have to be paid to Interactive Brokers anytime a security is bought or sold on your behalf...
But the good news is that these fees typically run less than 1/3 of a cent per share — meaning if the Motley Fool Wealth Management team buys or sells 100 shares of stock on your behalf, the total fees that would be paid to Interactive Brokers out of your account would amount to just roughly 33 cents.
(Please note that for any accounts with balances of less than $100,000, Interactive Brokers will impose a $10 monthly minimum trading fee.)
As you might imagine, these are among the absolute lowest trading fees you'll ever see. And as you probably well know, it's not uncommon to pay upwards of $10 anytime you trade any number of shares in your own brokerage account...
And it's just one of the many reasons we're confident you'll be just as impressed with Interactive Brokers as we have been.
Which bring us to another very important point ... while you will be giving Motley Fool Wealth Management permission to make trades on your behalf, all of your money and investments will actually be held by Interactive Brokers — and the only person who will ever be able to touch the money in your account will be YOU.
This is just another of the many steps the Fool Wealth team has happily taken to enhance transparency and ensure that what we're offering is as straightforward, secure, and "Fool friendly" as possible.
Granted, this does mean that if the account you want to have managed is held at a different brokerage — like Schwab, Fidelity, or TD Ameritrade — you will have to transfer your account over to Interactive Brokers in order to have the Fool Wealth team manage it for you...
While we realize this may sound a bit daunting, you can rest assured that the Fool Wealth team will provide you with all the necessary paperwork and absolutely everything else you need to make this transition as smooth and efficient as possible.
And, of course, there will be Client Care Experts standing by via phone and chat should you get hung up at any point or need any kind of assistance whatsoever.
