If you’ve ever wished you could put the Foolish investment philosophies you already know and trust to work for you and your family…

Without having to deal with all of the day-to-day hassles and headaches that go along with building and managing your own investment portfolio…

Then today stands to be no less than a major turning point in the course of your financial life.

That’s because we’re making it possible for you to gain full access to our revolutionary Separately Managed Account (SMA) feature, while SAVING on our management fee!

All the details, including exactly how our SMAs work, an introduction to our portfolio management team – whom you are likely already familiar with – and a complete explanation of our beneficial, break-point pricing terms are included below.

In the words of our President, Nick Crow, CFA, “[What we’re doing] is what the financial industry should have looked like all along.”

Read on to find out why…

When David and Tom Gardner first launched The Motley Fool back in the summer of 1993, it was nothing more than a few ultra-passionate "Fools" putting together a monthly investment newsletter for 300 or so subscribers out of a shed behind David’s house.

Within just one year, they had gained enough of a following to launch a real-money "Fool Portfolio" on a newfangled platform called the "World Wide Web", and anyone with a PC and a modem could follow along as they publicly put their money where their mouths were…

And their community-based brand of do-it-yourself investing obviously resonated with hardworking investors who were fed up with a Wall Street greed machine that consistently puts its own interests above those of individual investors like you…

Because by December of that year, they had drawn so much attention that they were written up in The New Yorker, and a short while later they were even featured on the cover of Fortune magazine.

The rest, as they say, is history.

23 years later, there are now well over 300 Fools helping millions of investors across the world invest better from offices in countries as far-flung as Australia, Canada, Germany, Singapore, and the United Kingdom.

As you might imagine, an awful lot has changed since the early days.

But there’s one very important thing that hasn’t changed — and never will...

Namely, that the stated mission of The Motley Fool is to help hardworking investors like you reach your personal financial goals as quickly and efficiently as possible on your own terms (while having a little fun along the way, of course!).

Which brings us to one major change — and challenge — that The Motley Fool has been facing lately… and that’s that each and every day more and more Foolish investors are actually asking for a way to devote LESS time to managing their investments and their finances…

So they can devote more time to the things that matter most to them — like raising their families, building their businesses, focusing on their careers, pursuing their passions, or even just enjoying their retirement.

Which is why everyone who works here at The Motley Fool’s sister company, Motley Fool Wealth Management, LLC, is both so proud and so excited to be able to offer these time-strapped Fools direct access to a revolutionary and Foolish "auto-pilot" investment solution…

That actually makes it possible for you to benefit from the Foolish investment approaches, philosophies, and research you already know and trust without having to deal with all the tedious, time-consuming tasks, hassles, and headaches that generally go along with building and managing your own portfolio…

Not to mention, one that can make Foolish investing easier, more personalized, and less time-consuming than you ever thought possible!

Say goodbye to “one-size-fits-all,” “do-it-yourself” investing forever! — and hello to our Foolish Separately Managed Accounts (SMAs).

Since the earliest days of The Motley Fool, hardworking investors like you have been coming to co-founders David and Tom Gardner — and many of The Motley Fool’s other stock pickers — and practically begging these Fools to just invest their money for them.

And while everyone has certainly been very flattered by these requests over the years it simply wasn’t feasible (not to mention legal!) for anyone from The Motley Fool, LLC, to offer individualized investment advice to Fools like you — let alone manage anyone’s money for them.

But that doesn’t mean that behind the scenes an entire army of Fools wasn’t working day and night to figure out how they might one day be able to provide what so many of The Motley Fool’s loyal members want the most.

And after nearly four years of hard work and long hours by a team that included everyone from in-house retirement expert Megan Brinsfield, CPA, CFP®, to wealth management expert Nicholas Crow, CFA, to our team of software developers, network engineers, and security experts — who’ve together generated more than 10,000 lines of code to power our advice platform, trading capabilities, custodial data, and client investment analysis — led by a 10-year veteran of The Motley Fool’s technical development team, Aaron Torgerson… THAT DAY HAS FINALLY ARRIVED!

Now, we need to pause here to ask that you excuse the somewhat impersonal tone we’ll be forced to take over the next few minutes. As you might imagine, there are more than a few rules and regulations governing services that can dole out individualized investment advice and manage your money for you

And we also need to make one thing crystal clear (so as not to incur the wrath of our ever-vigilant team of eagle-eyed lawyers)…

If you choose to become a client of Motley Fool Wealth Management and take advantage of our Foolish Separately Managed Accounts (SMAs), NOBODY from The Motley Fool’s publishing business — like PRO’s Jeff Fischer, Million Dollar Portfolio’s Matt Argersinger, or Supernova’s David Gardner — will ever actually be making investment decisions for you or investing money on your behalf…

However, we are still extremely proud of and excited by what we have to offer you today, because…

This is the ONLY possible way you can have former Fool analysts custom-build and professionally manage a Foolish investment portfolio FOR you...

You see, whereas our sister company, The Motley Fool, LLC, is a publishing company and therefore legally cannot offer personalized investment advice, Motley Fool Wealth Management is a Registered Investment Advisor…

Meaning not only can we offer you individualized advice based on your personal financial situation, goals, and risk tolerance… but we can actually go one step further and manage money on your behalf.

What’s more, thanks to the Foolish Separately Managed Accounts we’re making available to you today we can custom-build you a portfolio allocated across a precise blend of nine signature investment strategies inspired by many of The Motley Fool, LLC, services you already know and trust — including Pro, Supernova, and Million Dollar Portfolio.

Other strategies we can put to work for you include International, U.S. Small and Mid-Cap, Fixed Income, Dividend, and Everlasting — which is inspired by the Everlasting Portfolio that Motley Fool co-founder and CEO Tom Gardner runs inside his all-access Motley Fool ONE service.

(Simply click on any of the links above to learn more about our nine signature SMA strategies.)

And best of all, the portfolio we design, build, and manage for you will be tailor-made to your specific financial situation, needs, goals, and risk tolerance.

So, for instance, if you are on the younger end of the spectrum — or you’re comfortable taking on a little more risk — we might allocate a larger portion of your portfolio to the more growth-focused Supernova, U.S. Small- and Mid-Cap, or International strategies…

Whereas if you are nearing — or already in — retirement, we might allocate the majority of your portfolio to less volatile, cash-generating strategies like Fixed Income or Pro.

To get a sense of what your very own personalized Foolish portfolio might look like, just have a look at these three hypothetical portfolios that the Motley Fool Wealth Management team recently designed for three types of investors with very different circumstances and goals…

SMA Portfolio Examples

Another thing to keep in mind is that the personalized portfolios that Motley Fool Wealth Management will build and manage on your behalf are completely dynamicmeaning they can and will evolve over time as your financial situation does.

All you need to do is let our team know anytime there is a material change to your personal financial situation, and we can change your precise blend of Foolish investment strategies accordingly.

But before we get too far ahead of ourselves, let’s take a quick look at what Separately Managed Accounts actually are… how they work… and what makes the SMAs that we offer here at Motley Fool Wealth Management truly Foolish.

Separately Managed Accounts have been around since the 1970s and are offered by everyone from T. Rowe Price and Janus Capital Group to Wells Fargo and J.P. Morgan...

But in case you’re not familiar with the term, a Separately Managed Account is simply a private portfolio of individual securities that is actively managed by a professional investment firm.

In other words, it’s just a regular old brokerage account that you own but one that someone else manages for you (in this case, our team at Motley Fool Wealth Management) so you don’t have to worry about all the "heavy lifting" that goes along with running a portfolio… including all the buying, selling, and rebalancing.

If it sounds a little bit like a mutual fund, that’s because it is…

But unlike a mutual fund, securities will ONLY be bought and sold on your behalf if — and when — it makes sense for you and your specific financial situation.

What’s more, you’ll have the option of logging into your account anytime, day or night, from the comfort of your home or office to see exactly which securities you own… what trades the Motley Fool Wealth Management team has made on your behalf… and how your portfolio is performing.

And if there are any securities you can’t buy or sell for either personal or professional reasons, you can quickly and easily "restrict" them. This will show the Motley Fool Wealth Management team that you’d like them not to trade these securities on your behalf, and they never will.

Another often-overlooked benefit is that whereas a mutual fund can be forced to sell securities in order to raise cash for client redemptions (which results in your having to pay capital gains taxes), your Foolish SMA will truly be separately managed…

Meaning the Motley Fool Wealth Management team will only sell positions when they believe it makes sense for you — and thus, you won’t have to pay any taxes that aren’t directly related to the investments YOU own.

Which brings us to one very important point about Motley Fool Wealth Management that truly puts us head and shoulders above many of the other wealth management alternatives out there...

Unlike many brokers and wealth managers who are merely required to make recommendations and trades that are suitable for a given client’s situation (sometimes without regard to any hidden fees or conflicts of interest that might exist)…

As a Registered Investment Advisor, Motley Fool Wealth Management actually has a strict fiduciary obligation to ensure that any trade we make on your behalf — or any piece of financial advice we give you — is 100% in YOUR best personal interest.

Of course, if you’ve had a chance to read through any of the dozens of articles in the financial media lately about the new fiduciary rule that recently passed, then you already know what a big deal this is…

Ripped from the headlines

And you also understand why — regardless of whether or not you ultimately decide to become a client of Motley Fool Wealth Management— you should always make absolutely certain that anyone you pay for personalized financial advice is strictly bound by a fiduciary standard.

The sad truth is that otherwise, your advisor may not put your best interests above their own — even if you’ve known and trusted them for years.

But ensuring that your interests are always looked out for above all others is actually only one of the many ways that Motley Fool Wealth Management is seeking to distinguish ourselves from all of the "less Foolish" competition out there.

Just ahead, you’ll see a comprehensive rundown of exactly how Motley Fool Wealth Management stacks up against more traditional wealth managers… "robo-advisors"… and mutual funds across a wide variety of crucial categories like fees… taxes… service… and actual human contact.

But first, we’d like to quickly tell you about the No. 1 thing that will make your Foolish SMA truly Foolish. Namely, that...

Every single professional who selects the investments behind Foolish SMAs came up through the ranks of The Motley Fool’s publishing business before moving on to work on this “auto-pilot” investment solution for Motley Fool Wealth Management…

Including many longtime Fools who you are no doubt very familiar with, like…

Bryan Hinmon

Bryan Hinmon, CFA
Bryan has more than a decade of investing experience, specializing in absolute-return, long/short, and options-focused portfolio management. In fact, Bryan worked right alongside Jeff Fischer in both Motley Fool PRO and Options for nearly five years before moving on to serve as the portfolio manager for the Pro and Everlasting SMA strategies. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society.

David Meier

David Meier
David spent a combined 10 years working as an analyst, associate advisor, and "mission leader" on services including Motley Fool Rule Breakers, Million Dollar Portfolio, and Supernova before becoming a portfolio manager for the Million Dollar Portfolio, Everlasting, and Supernova SMA strategies. You might also recognize him from his appearances on CNBC Asia, CNN International, and Bloomberg Radio, as well as from MarketWatch and publications such as Forbes.

Charly Travers

Charly Travers
Charly is a longtime Fool with a combined 12 years of experience serving as an analyst or associate advisor on services ranging from Rule Breakers and Hidden Gems to Million Dollar Portfolio and even The Motley Fool's UK-based Share Advisor — and now serves as portfolio manager for the U.S. Small- and Mid-Cap SMA strategy.

Nate Weisshaar

Nate Weisshaar, CFA
Nate started working on Motley Fool newsletters in 2007, providing supporting analysis for Bill Mann and the international investing newsletter Global Gains almost from the start. After becoming a senior analyst on Global Gains in 2011, Nate moved to London to work at Fool UK, where he took up co-advisor responsibilities on two newsletters focused on Foolish investing in mainly London-listed companies. After three years across the pond, Nate has returned to the States and now serves as portfolio manager for the International and Fixed Income SMA strategies.

Bill Barker

Bill Barker, CFA
Bill is a long-tenured Fool and value-stock specialist who, before making the move to Motley Fool Wealth Management, lent his expertise to Motley Fool Stock Advisor as well as Motley Fool Hidden Gems and Pay Dirt. Bill, who now serves as the portfolio manager of our Fixed Income, Pro, and U.S. Small- and Mid-Cap SMA strategies, has also contributed to three best-selling Motley Fool books, had his writings published in Newsweek, and regularly appeared as a Foolish financial commentator on everything from CNN, CNBC, and MSNBC to NBC's "The Today Show."

Tony Arsta

Tony Arsta
Tony's focus on statistical analysis and investor psychology complements his value-investing focus. After joining The Motley Fool in 2008, he contributed his writing and analysis to Million Dollar Portfolio, as well as several other Foolish newsletter services, before serving as the portfolio manager for the Million Dollar Portfolio and Supernova SMAs.

And, then of course, there are the familiar faces of those who will be responsible for running the day-to-day operations of Motley Fool Wealth Management, like…

Nick Crow

Nick Crow, CFA
Nick spent the past 13 years in financial services, with five of those years investing right alongside Jeff Fischer as a senior analyst in both Motley Fool PRO and Options before moving on to architect the customization of SMAs for member accounts and to serve as president of Motley Fool Wealth Management…

Ariana Tobias

Ariana Tobias
Ariana Tobias donned her first jester hat in 2014, when she joined The Motley Fool’s Member Services team. Prior to being named Director of Client Experience for Motley Fool Wealth Management, she specialized in assisting the Fool’s premium members on the phone, via email, and at member events across the country. At Fool Wealth, Ariana focuses on making your experience a little easier — from optimizing our client communications to streamlining the process of account creation.

The list goes on and on, but the point is that should you choose to put Motley Fool Wealth Management to work for you, you can rest assured that the team managing your money will be making use of many of the same Foolish investment approaches and philosophies that you already know and trust.

And now that you know who will be managing money on your behalf, it’s about time we got into the nitty-gritty of exactly how they’ll be managing it and everything you need to do to get started…

How you can set up your very own fully personalized Foolish SMA in less time than it takes many people to commute to work.

After becoming a client of Motley Fool Wealth Management, the first thing you’ll need to do is visit our password-protected, clients-only website.

(You should know that because safety is of the utmost importance here at Motley Fool Wealth Management, we have chosen to employ the same bank-level security that is used by the nation’s biggest banks and top financial institutions — which includes 256-bit data encryption and the highest SSL certification possible.)

Once there, you’ll be asked to answer a series of personal — and occasionally even somewhat fun — questions that will allow our Motley Fool Wealth Management team to get to know you better — and more importantly, to begin to understand your financial situation better.

Although these questions will only take a few minutes to answer, they will allow us to begin building a complex risk-tolerance profile for you so that we can do our best to allocate your portfolio in a way that will allow you to breathe easy during the day and sleep soundly at night.

By now you will have spent maybe 10-15 minutes tops, and you’ll already be at the most crucial — and exciting — part of the process...

Namely, where you tell us which of your accounts you’d like to have managed and then get to see the personalized Foolish portfolios we have custom-built for each one of them.

Currently, Motley Fool Wealth Management can manage both single and joint versions of taxable brokerage accounts and revocable trusts, as well as…

  • Traditional IRAs…
  • Roth IRAs…
  • SEP IRAs…

(However, please note that because it will make use of shorts and options strategies, the Pro SMA strategy cannot be used for any IRA.)

And should you have any questions or need any help at any point during the setup process, you can always call 844-408-4391 during regular business hours (Monday through Friday from 9 a.m. to 5 p.m. ET) and speak with one of our dedicated and highly trained Certified Financial Planners…

Or you can just make use of the ultra-convenient online chat window you’ll see to the right side of the screen during the entire setup process, which will allow you to quickly and easily communicate with one of these same friendly and eager-to-be-of-assistance representatives.

Live Chat

Which brings us to a very important point…

Because we want to ensure we’re providing every client who joins us with the highest level of personalized service we possibly can, we’ve made two somewhat difficult – yet incredibly client friendly — decisions...

First off, we’ve gone to great lengths and considerable expense to build out an in-house team of Certified Financial Planners (CFPs) who can serve as a personal "SMA concierge" of sorts by helping walk you step-by-step through the entire setup process and answering any questions you might have along the way, no matter how simple or how complex.

In fact, immediately after joining us as a client here in Motley Fool Wealth Management, you’ll be given the opportunity to schedule a complimentary one-on-one "onboarding" session (either over the phone or via Skype if you’d prefer) with one of our highly experienced planners, where you’ll work together to get your SMA up and running with a minimum amount of time and effort required on your part.

And should you have any questions or concerns about how our Foolish SMAs fit your personal financial situation, our planners will be more than happy to work through them with you and ensure that you’re 100% comfortable with the strategy we’ve developed for you.

These professional yet easy-going Fools (who are held to the same fiduciary standard as everyone else here at Fool Wealth) have years of financial planning experience under their belts and can talk you through everything from the most tax-efficient way to fund your SMA to why your specific blend of SMA strategies makes sense given your risk tolerance.

(And should you feel you need professional help with any aspect of your financial life outside of investing, as a client of Fool Wealth you’ll always have the option to hire our planners to advise you on anything from retirement planning to education savings to benefit and insurance analysis on either an "a la carte" or a comprehensive all-in-one basis. Further details — including pricing — will be provided to you as soon as you become a client of Fool Wealth.)

Of course, hiring seasoned financial planning professionals to give you hands-on help setting up your account wasn’t exactly an easy task for us — but we hope it will show you the lengths we’re willing to go to in order to help you make Foolish investing easier and less time consuming than you ever imagined.

By now, we imagine you are starting to get some idea of why we are so excited — and so proud — to be able to make an investment solution like this available to you…

Not to mention why time-strapped Foolish investors like you have already entrusted us with over $1 BILLION of their hard-earned money so far.

Which brings us to a very important question — we need to address…

How much will it cost you to become a client of Motley Fool Wealth Management and put our Foolish SMA solution to work for you?

Well, if you’re familiar with the typical asset-based, or “Assets Under Management” (AUM) fee structure that financial advisors and wealth managers charge, you’ll be pleasantly surprised by what we offer at Motley Fool Wealth Management.

You see, the Assets Under Management Fee structure is as old as the financial industry itself, and the concept is pretty simple…

You pay an investment advisory firm a percentage of the assets they manage on your behalf.

This way, the firm’s incentives are aligned with your own — you want your assets to grow, and the firm gets compensated when they achieve growth on your behalf. Conversely, the firm gets paid less when your assets are experiencing less growth.

You’ve no doubt heard the rule of thumb (perhaps even from The Motley Fool’s macroeconomic expert, Morgan Housel… who spends a good deal of his time both researching and speaking about fees in the financial world) that you should never pay more than a 2% AUM fee.

You’ll be pleased to hear that Motley Fool Wealth Management offers a standard AUM fee starting at 1.15% for the first $100,000 we manage on your behalf. And it goes as low as .60% as we manage more and more of your assets.

We’re a stock shop here at Motley Fool Wealth Management. We believe in the historical power of owning great businesses and being rewarded over the long-term. Which is why we will invest your money directly in stocks.

And for clients whom we believe should incorporate a portion of Fixed Income and/or International exposure into their portfolio, we only use low-cost exchange traded funds (ETFs).

Okay, so let’s show you how it works — and as with all of our offers, as I’m sure you’ve noticed, we strive to encourage a long-term investor mindset — and so, you’ll see below that we’re offering you a bigger discount as we manage more assets on your behalf.

It’s simple really — we custom-build your SMA in an attempt to achieve YOUR financial goals. And therefore the more of your assets we manage, the better we are able to fine-tune the allocation we recommend for your entire financial situation.

Now you may be wondering, how does this compare with what I’d be paying for traditional wealth management services from other firms?

Well, let’s consider a few options…

If you invested $500,000 with Merrill Lynch — a firm you likely recognize given that it’s Barron’s #1 for this year’s list of Top 40 Wealth Management Firms as defined by the level of assets each firm manages…

You’d be charged a 2.70% fee, which means you’d pay $13,500 per year just for their AUM fee.

To have that same $500,000 managed by our team here at Motley Fool Wealth Management, your AUM fee would be 0.99%, meaning you’d only pay $4,950 per year. That’s a difference of $8,550 per year!

Or let’s say you’re interested in having Merrill Lynch manage significantly more of your assets — perhaps all of your portfolio.

Turning over $4,000,000 for Merrill Lynch to manage would cost you $75,500 per year, at their 1.89% fee. With us, you’d pay just $32,200 at our AUM fee of 0.81%. Stop and consider that is a difference of $43,300 every year!

To be fair, Merrill Lynch’s fee is called a "wrap" fee, which also covers brokerage commissions and other account fees (e.g., fees for custody services). In other words, Merrill’s clients may not be separately charged for some trades — it’s all "built-in" to their wrap fee — BUT they may be charged for other trades. It’s all really complicated.

Leaving aside the complexity, the wrap fee is not terribly transparent either! For example, to provide a more accurate comparison of the cost of our services vs. theirs, we would love to break out their brokerage commissions and the cost of other services. BUT we simply can’t find out what they are!

What we can tell you is that the costs of our services, even if you take into consideration the historical annual brokerage commissions for our Strategies — which we are able to keep low given that we seek long-term holding periods for the stocks in our portfolios and we allow our winners to run by rebalancing no more than once annually — is still much lower than 2.70%!

Now, if it seems like we are beating up on Merrill Lynch here (and, more broadly, wrap programs in general), we are actually being a bit generous by not taking into consideration the additional fees you would pay if you wanted to "upgrade" their services.

And there are options in the marketplace of course…

Let’s look at Edward Jones — a firm likely in your local neighborhood.

The fees for Edward Jones’ comparable account program is 1.65%, which includes a 1.35% AUM "program" fee, plus an additional 0.30% "administrative" fee for "overlay" management services, brokerage commissions and other service. That will cost $8,250 per year on your $500,000 account.

For that same $500,000 account at Motley Fool Wealth Management your AUM fee would be 0.99%, so you’d be paying only $4,950 — that’s a $3,300 savings!

And what about that $4,000,000 account? Even at Edward Jones, you’d be paying $55,000 per year with their 1.38% AUM and "administrative" fees. Whereas again, with our competitive rate of 0.81% you would only be paying $32,200 — meaning you would save $22,800 per year!

Again, even if you add in our historical brokerage costs to our AUM fee, the costs of our services are meaningfully lower.

We, like Merrill Lynch and Edward Jones, may invest client assets in certain funds as part of our investment strategy… and these vehicles charge fees and expenses that are separate from and not included in the AUM fees discussed above. Whereas Merrill Lynch and Edward Jones may use mutual funds and/or ETFs, Motley Fool Wealth Management uses only low-cost ETFs.

Click here to join us today!

Or call 844-408-4391 to lock in this offer today.

And keep this in mind: Motley Fool Wealth Management works whether you’ve got $25,000 to invest... or $25 million!

When you consider the personalized advice you receive as a Motley Fool Wealth Management client…

From the highly trained management team… to the access you receive to our Financial Planners…

You might well expect that you’ve got to be a millionaire — or maybe even a billionaire like Warren Buffet…

Yet the truth is you can open an account with as little as $25,000.

Because we’re out to help individual investors. Which means you DON’T have to be the richest guy or gal in the room to get access to what we’re convinced is the absolute best investment solution on the market.

Of course, as a fiduciary, if there’s one thing we’d never recommend any of our clients ever do, it’s rush into any kind of investment decision without first doing your own due diligence and getting ALL the facts…

Which is why if you’re not quite ready to join us at Motley Fool Wealth Management at this time, we’d ask that you please stick with us for a few more minutes as we continue to walk you through exactly how this whole process works.

So, let’s get back to it…

After you’ve answered all of the questions we ask to get to know you and your financial situation better… indicated which of your accounts you’d like us to manage for you… and indicated how much money within each of these accounts you’d like us to manage, it will finally be time to see your custom-built portfolio(s)!

As you may have heard, in an effort to show the more time-strapped and "hands off" members of The Motley Fool’s greater investment community just how much confidence our sister company has in this "auto-pilot" investment solution…

Last year, The Motley Fool, LLC, actually opened a Foolish Separately Managed Account and funded it with $1 million of its own money, using an allocation custom-designed for Motley Fool co-founder and CEO Tom Gardner.

You can see what this allocation looked like below…

Tom’s Allocation

But please keep in mind, because these portfolios are custom-tailored to each investor’s individual financial situation, yours may look much different.

And, of course, should you not be 100% comfortable with the portfolio allocations you are presented with, you can always tweak your inputs until you get a portfolio you are completely comfortable with…

(For instance, if you feel the portfolio that’s been created for you isn’t quite aggressive enough, you can simply ramp up your risk-tolerance rating, and your allocations will be adjusted accordingly — or vice-versa.)

Another thing to keep in mind is that you’ll always have the option to add or withdraw funds from your managed accounts if you need cash or would like to turn more of your assets over to the Motley Fool Wealth Management team once you’re more comfortable with how the whole process works.

Once you’ve decided that you are happy with the portfolio Motley Fool Wealth Management has designed for you and want to proceed, we’ll send you over to our partners at Interactive Brokers with absolutely everything you need to open and fund your account in just a few simple steps.

Speaking of which, 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 or No. 2 discount online brokerage in the world for the last four 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 in a moment — but for the sake of complete transparency, we do want to point out that while you won’t have to pay us a single extra cent to have our team build and manage a portfolio for you beyond the AUM fee that you’ll pay as 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 one-third of a cent per share — meaning if the Motley Fool Wealth Management team buys or sells 200 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 66 cents.

(Please also note that for any accounts with balances of less than $100,000, Interactive Brokers will impose a $10 monthly minimum trading fee, and all trades carry a minimum fee of 35 cents total.)

As you probably know, these are among the absolute lowest trading fees in the industry. After all, it’s not uncommon to pay upwards of $10 anytime you trade any number of shares in your own account — even if you use a "discount" broker…

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 again, our friendly in-house financial planners will be more than happy to serve as your personal "SMA concierge" should you get hung up at any point or need any kind of assistance whatsoever.

Once your account at Interactive Brokers is open and fully funded, you can just sit back, relax, and let Motley Fool Wealth Management take care of the rest for you...

The Fool Wealth team will typically begin buying and selling on your behalf within two business days of you fully funding your account…

And will then work quickly to make all the necessary trades to ensure that the investments in your account precisely match those in the SMA strategies they have allocated your portfolio across…

Best of all, because we are held to the strict fiduciary standard we mentioned earlier, you can rest assured we won’t be motivated to make a single trade more than we absolutely have to…

So, for instance, if you already own 100 shares of Apple — but your SMA allocation dictates you should only hold 50 — the Fool Wealth team will simply sell 50 shares on your behalf rather than liquidating all of your positions and then rebuying Apple. (In other words, we’ll only make one trade, instead of two.)

And again, if there are any stocks you can’t or don’t want to own (perhaps because you’re restricted by your employer from owning certain stocks), you can simply "restrict" them, and we’ll make sure to never trade those stocks on your behalf.

These are simply the lengths our Fool Wealth team is willing to go to in order to provide you with a time-saving, stress-reducing portfolio management solution that you are completely comfortable with.

But perhaps just as important — and "revolutionary" — as what you will get from Foolish Separately Managed Accounts is what you won’t get…

Namely, the never-ending hidden fees and undisclosed conflicts of interest that we find so pervasive across the money management industry — yet that often go completely unnoticed by hardworking investors like you until it’s too late and the damage is already done.

We’re trying to set ourselves apart from the "less Foolish" competition out there. To get a feel for some of the others, just have a look at this…

(Simply scroll your mouse over any of the "i" icons in the interactive comparison chart below to get more info…)

Motley Fool Wealth Management SMAs RoboAdvisors Financial Advisors Mutual Funds
Personalized Allocation Advice
Individual Stock Ownership
No Embedded Capital Gains
No Hidden Fees
Ability to Block Specific Securities
Real People Working Directly on Your Portfolio
Complimentary CFP Concierge “Onboarding”
Only Motley Fool-Trained Investors and Analysts Managing Your Money

And that’s not all! Separately Managed Accounts are typically reserved for only High Net Worth investors.

Just take a look at the required account minimums from some of the biggest names around — Schwab requires $100,000… UBS requires $100,000 for each account in order to invest in their SMAs.

Fidelity’s minimum requirement starts at $200,000, and Morgan Stanley sets the bar at $250,000. Even online discount broker eTrade requires a minimum of $150,000.

And to be frank, we just disagree that the power of separately managed accounts to deliver a customized investment solution should be reserved for large accountholders. Our goal is to continue to find ways to serve all investors looking to grow their wealth.

Which is why we are so excited to offer you our competitively low rates... so please don’t delay.

Take advantage of this chance to join us in Motley Fool Wealth Management and put our Foolish SMAs to work for you. Simply scroll down to the sign-up form below and get started today.

We’ve designed the sign-up process so that you can complete it on your own, or you can simply schedule a call with a Certified Financial Planner of your choice.

Either way, it’s easy to get started right now!

It only takes 15-20 minutes to begin the sign-up process. And it couldn’t be easier — we ask you questions, you provide the answers.

And you always have the option of calling our financial planning team if you have a question or need assistance along the way.

Let’s get started with a few easy ones...

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We are thrilled to share our investing solutions with you, and especially the recommendations we believe are best suited to meet your individual financial goals.

After all, this is exactly what we do as a Registered Investment Advisor. By reading the disclaimers and checking the box below you will indicate that you are prepared to see our recommendations for you.

To your wealth,

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Rebekah Hughes
Chief Marketing Officer, Motley Fool Wealth Management

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Motley Fool Wealth Management ("MFWM") is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own. HOWEVER, REGISTRATION AS AN INVESTMENT ADVISOR DOES NOT IMPLY ANY LEVEL OF SKILL OR TRAINING. MFWM, an affiliate of The Motley Fool ("TMF"), is a separate entity, and all investment decisions for client portfolios are made independently by the asset managers at MFWM. Access to MFWM is only available to MFWM clients pursuant to an Investment Advisory Agreement and accepting delivery of MFWM's Form ADV, Parts 2A and 2B, which are available at foolwealth.com. You are encouraged to read these documents carefully. All investments involve risk and may lose money. MFWM does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may not exactly match the performance of the Model Portfolios.

Each Separately Managed Account (SMA) portfolio is subject to an account minimum, which varies based on the strategies included in the portfolio. MFWM retains the right to revise or modify portfolios and strategies if it believes such modifications would be in the best interests of its clients.