“What we’re doing is what the financial industry should have looked like all along.”
– Nick Crow, President of Motley Fool Wealth Management
Now you can have your money managed for you… with an investment plan specifically tailored to your financial goals… by Motley Fool-trained portfolio managers
Even better, this one-of-a-kind personalized portfolio management service comes at a much lower rate than the industry average…
And if you decide to give us a try through this limited-time offer, we’ll send YOU a $500 Amazon gift card with our thanks! Read on for all the details…
Every day, more and more investors like you ask us how they can devote LESS time and stress to managing their investments and their finances so they can devote more time to the things that matter most to them.
Which is why we are so proud and excited to offer time-strapped investors direct access to our revolutionary investment solution…
That makes it possible for you to benefit from the Foolish investment approaches, philosophies, and research you already know and trust – tailored specifically for you and managed by Motley Fool-trained portfolio managers.
Say goodbye to “one-size-fits-all” investing
Since the earliest days of The Motley Fool, hardworking investors like you have asked co-founders David and Tom Gardner — and many of The Motley Fool’s other stock pickers — if there was ANY way they could 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 our newsletter analysts to offer individualized investment advice to Fools like you — let alone manage anyone’s money for them.
But after years of development and planning, we’re proud to present an exciting investment option that allows you to have your money managed by Fool-trained portfolio managers.
This is NOT a fund where your money is pooled with other investors. It’s a custom-built individual investment account, managed for you by Motley Fool Wealth Management.
How is this possible? While 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 farther and manage money on your behalf.
And best of all, the portfolio we design, build, and manage for you will be tailored to your specific financial situation, needs, goals, and risk tolerance.
It’s also completely dynamic — meaning your portfolio can and will evolve over time as your financial situation does.
But before we get too far ahead of ourselves, let’s take a quick look at what these accounts actually are (the formal term for them is “Separately Managed Accounts,” or SMAs)… how they work… and what makes them truly Foolish.
What exactly is an SMA?
Separately Managed Accounts have been around since the 1970s. If you’re not familiar with the term, a Separately Managed Account is simply a private stock portfolio that is actively managed by a professional investor.
In other words, it’s just a regular brokerage account that you own but one that someone else manages for you… including all the buying, selling, and rebalancing.
What’s more, you can log into your account anytime to see exactly which stocks you own… what trades the Motley Fool Wealth Management team has made on your behalf… and how your portfolio is performing. And anytime your needs or goals change, just let us know and we’ll make sure your personal portfolio is adjusted accordingly.
Why Motley Fool Wealth Management is 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 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 went into effect, then you already know what a big deal this is…
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.
How we provide every client who joins us with the highest level of personalized service possible
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 “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, you’ll be able 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, who will work with you to get your account up and running as quickly as possible.
Meet the Planners
Megan Brinsfield, CFP®, CPA
Click here to learn more about Megan
Ross Anderson, CFP®
Click here to learn more about Ross
Sean Gates, CFP®
Click here to learn more about Sean
Joe Perna, CFP®, CLU
Click here to learn more about Joe
And should you have any questions or concerns about the solutions we offer, our planners will be more than happy to work with you to ensure that you’re 100% comfortable with the strategy we’ve developed for you. These professional Fools are held to the same fiduciary standard as everyone else here at Fool Wealth and have years of financial planning experience under their belts.
We’re proud to share that Foolish investors like you have already entrusted us with over $1 BILLION of their hard-earned money so far.
How do we invest that money? 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).
What will it cost me to become a client of Motley Fool Wealth Management?
Well, if you’re familiar with the typical asset-based, or “Assets Under Management” (AUM) fee that financial advisors and wealth managers charge, you’ll be pleasantly surprised by what we offer at Motley Fool Wealth Management.
You see, the AUM fee 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 or losses.
Perhaps you’ve heard the rule of thumb that you should never pay more than a 2% AUM fee. We have too. And you’ll be pleased to know that our AUM fee starts at just 1.15% for the first $100,000 we manage on your behalf. And it goes as low as 0.60% as we manage more of your assets.
That’s right – in keeping with The Motley Fool philosophy, we strive to encourage a long-term investor mindset, so 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.
|Client’s Aggregate Assets||Annual Fee|
|First $100,000||1.15% of aggregate assets|
|Next $900,000||0.95% of aggregate assets|
|Next $4,000,000||0.75% of aggregate assets|
|Next $10,000,000||0.65% of aggregate assets|
|Amounts over $15,000,000||0.60% of aggregate assets|
So what does that mean for me?
If you invested $500,000 with Merrill Lynch — 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 2.2% fee, which means you’d pay $11,000 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 $6,050 per year! (And more money that is working for you…)
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 million 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!
Over a 10-year period, that’s hundreds of thousands of dollars LESS that you’ll have…
(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.)
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 $250,000 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 Buffett…
Yet the truth is that many clients open accounts with $250,000 or less.
And, 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 Interactive Brokers with absolutely everything you need to open and fund your account in just a few simple steps.
Why Interactive Brokers?
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…
But of course we did our own research too…and after countless hours of meetings with a variety of online brokerage companies, we ultimately selected Interactive Brokers 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 Interactive Brokers charges 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…
Once your account is open and funded, you can just sit back, relax, and let Motley Fool Wealth Management take care of the rest for you…
Our team will typically begin buying and selling on your behalf within two business days of you fully funding your account.
And 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.
Here’s what else you won’t get as a client of Fool Wealth.
Namely, the never-ending hidden fees and undisclosed conflicts of interest that we find so pervasive across the money management industry — and yet often go completely unnoticed by hardworking investors like you until it’s too late.
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|
You’re only steps away from having this powerful, personalized investment service at your disposal.
We’ve designed an easy set-up process that you can complete on your own, or you can simply schedule a call with a Certified Financial Planner who will gladly walk you through each step of the process.
Either way, it’s easy to complete your setup right now!
And don’t forget – during this limited-time offer, when you fund an account with Motley Fool Wealth Management of $250,000 or more by November 15*, we’ll send you a $500 Amazon gift card as a thank-you gift.
But this offer ends in just a few days, so go ahead and get started today!
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.
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, and we may modify allocations within a client’s account subject to the constraints of each client’s current risk score or objective.
During discussions with our Certified Financial Planners, they may provide advice with respect to 401(k) rollovers into accounts that are managed by MFWM. Such recommendations pose potential conflicts of interest in that rolling retirement savings into a MFWM managed account will generate ongoing asset-based fees for MFWM that it would not otherwise receive.
Gift card offer is valid for new clients who: (i) register with MFWM between September 14, 2017 and October 13, 2017; (ii) open a SMA with Interactive Brokers (IB) under MFWM’s management; and (iii) fully fund their account(s) with at least $250,000 on or before November 15, 2017. If you meet these eligibility requirements, MFWM will email you with the gift card within 10 business days of fully funding. While eligible accounts in a household may be aggregated for purposes of determining bonus eligibility, this offer is limited to one offer per household. Taxes related to this offer are the client’s sole responsibility. Please consult your tax or legal advisor regarding any tax treatment or consequences of this offer. This offer is not transferable and cannot be combined with any other offer.