What Fees Are Associated?

Motley Fool Wealth Management charges an industry-standard, assets under management (AUM) fee, that is taken directly out of the account we manage for you on a monthly basis.

This is a pay-as-you-go model where you are not obligated to continue for any period of time (though we hope you’ll be a client for life).

Our AUM fee follows a tiered structure based on the amount you have invested with us.

Fees for stock-based portfolios:

Fees for index-based portfolios:

*Clients can combine their accounts and accounts having the same address (usually in a family member’s name) for breakpoint purposes (referred to above as “aggregate assets”). Clients are responsible for notifying Motley Fool Wealth Management of their eligibility for breakpoints by emailing support@foolwealth.com.

In addition to the management fee, certain Motley Fool Wealth Management strategies may utilize ETFs that are subject to fees and expenses that are passed along to clients. Depending on the strategy, these underlying fund fees and expenses may be significant. Index-based strategies that exclusively utilize ETFs will have higher fund-related fees and expenses. You will also be responsible for the trading and account level fees that are charged by our custodians. These fees are detailed in the Custodian FAQ page.

For more information about current IB's commissions, please see their website.  As you will see from IB’s Commissions page, their commissions operate on a tiered schedule. The monthly volume tiers will be measured by the collective volume of all the Personal Portfolio accounts combined. This is one of the ways you can benefit from the scale of our Personal Portfolio program.