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Additional Information. Access to Motley Fool Wealth Management (“MFWM”) is only available to clients pursuant to an Investment Advisory Agreement and acceptance of MFWM's Client Relationship Summary and Brochure, which are available at https://foolwealth.com/iaa, https://foolwealth.com/crs, and https://foolwealth.com/adv, respectively. You are encouraged to read these documents carefully.
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During discussions with our Certified Financial Planners, they may provide advice with respect to 401(k) and IRA 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.