Motley Fool Wealth Management (MFWM) offers financial review and counseling, financial planning, and model delivery services. MFWM also provides discretionary account management through its Personal Portfolio Program. MFWM's advice is based on client information and goals. MFWM may make available third-party asset aggregation software to clients. MFWM is joining Apollon Wealth Management, with the transaction expected to finalize in the first quarter of 2026.
Assets Under Management$1.6B
Clients2,114
Advisors13
Avg. per Client$750K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$6K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
Schedule is for Stock-Based Model Portfolios. Index-Based Model Portfolios: - First $1,000,000: 0.40% per year - Amounts over $1,000,000: 0.30% per year MFWM may agree to a lower fee in specific situations.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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