Motley Fool Wealth Management, LLC

Motley Fool Wealth Management (MFWM) offers discretionary portfolio management through its Personal Portfolio Program, nondiscretionary financial planning and counseling, and model‑delivery services for institutional clients. Its client base includes individual investors (including high‑net‑worth clients) and retirement accounts, and the firm charges primarily percentage‑of‑AUM fees.

MFWM allocates assets across distinct Stock‑Based and Index‑Based Model Portfolios using an online Profile and, for eligible clients, planner consultations and third‑party aggregation software to inform recommendations and periodic rebalancing. The firm draws on both internal and affiliated research in developing model portfolios but states that its portfolio managers make independent investment decisions and generally rebalance on an annual schedule with advance client notice.

MFWM is closely integrated with Motley Fool affiliates that publish investment newsletters and sponsor funds—MFAM and MFV personnel provide research and asset‑management support and the firm licenses model portfolios to other advisers—a structure the firm identifies as creating potential conflicts of interest. The firm also recently agreed to join Apollon and has engaged Apollon as a sub‑adviser during account migration (noting compensation tied to client transfers as a potential conflict), and some strategies (notably its Hedged Equity model) can employ short sales and margin‑related features that may leave significant cash collateral and cause client accounts to diverge from model performance.