Motley Fool Wealth Management - Home (2024)

We believe holding individual stock positions in high-quality companies is a time-tested path with great potential for building wealth. Our in-house portfolio managers’ distinctive analysis, hand-selected holdings, and high-conviction portfolios can set us apart from other firms. But that’s not all…

Fool Wealth DeliversHow We Do ItWhy It Matters To You
Motley Fool Wealth Management - Home (1)

Personalized Asset Allocation

How We Do ItBased on the information you share, you’ll receive a customized allocation – driven by our high-conviction equity strategies – appropriately diversified and managed for specific risk factors.*

Why It Matters To YouYour financial circ*mstances and goals are unique to YOU. That’s why we create tailored allocations of our high-conviction equity strategies that we believe can help you pursue the financial future YOU want.

Motley Fool Wealth Management - Home (2)

High-Conviction Portfolio Strategies

How We Do ItOur in-house investment team works to find and track investments they believe can achieve the best results for our seven strategies, which range from aggressive growth to fixed income, international, and more.

Why It Matters To YouOver-diversification can dilute your returns. We believe concentrated portfolios can give you a better chance of outperforming the market over the long term.

Motley Fool Wealth Management - Home (3)

Active Investment Management

How We Do ItOur team of professional financial analysts and portfolio managers carefully monitor each holding, and do all of the buying and selling within your portfolio.

Why It Matters To YouWhether markets are skidding, soaring, or something in between, you can rely on our experienced portfolio managers to make the tough decisions that might otherwise keep you up at night.

Motley Fool Wealth Management - Home (4)

Separately Managed Accounts (SMAs)

How We Do ItYour money is held in an account that is solely yours rather than a pooled vehicle with investors who may have different goals.

Why It Matters To YouIn an SMA, you’re not at the mercy of other investors’ whims. So their actions (e.g. pulling out money at inopportune times) can’t hurt your returns.

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Ownership of Individual Stock Positions

How We Do ItUnlike pooled vehicles that simply track the market or certain sectors, you’ll own shares of each individual company within your equity strategies.

Why It Matters To YouYou can see exactly which companies you own, and how many shares of each. You can see how each stock is faring, follow news about the companies you hold, and even cheer them on.

Motley Fool Wealth Management - Home (6)

Written Rationale for Every Trade

How We Do ItOur portfolio managers deliver a detailed explanation for every trade they make on your behalf, and the thinking behind their decisions.

Why It Matters To YouWe believe in complete transparency. You’ll not only know what’s happening with your money, but why.

Motley Fool Wealth Management - Home (7)

Financial Planning Under One Roof

How We Do ItFor clients with over $1M under management, we assign a dedicated Wealth Advisor to offer comprehensive financial and retirement planning services.

Why It Matters To YouYou’ll receive personalized guidance and advice from an advisor who knows your investment strategy inside and out.

Motley Fool Wealth Management - Home (2024)

FAQs

Is Motley Fool Wealth Management legit? ›

We are a Registered Investment Advisor, regulated by the SEC and committed to a fiduciary standard. That means we are legally bound to put your interests ahead of our own, always.

What is Motley Fool's success rate? ›

Performance. Motley Fool prides itself on the historical performance of Stock Advisor's investment picks. In fact, the team has an average stock pick return of 628% and has quadrupled the S&P 500 over the last 21 years, according to its website.

Is Motley Fool worth the money? ›

Likewise, if you had invested $1,000 in each of their 24 picks you would have a profit of $2,388 at December 31, 2023. As you can see from my results, if you have some cash to invest now and you can add cash each month, then the Motley Fool Stock Advisor is definitely worth the $199 per year fee.

Is Motley Fool a fiduciary company? ›

As a fiduciary and Registered Investment Adviser, we always put your interests first. Depending on your specific Investor Profile, we can combine our strategies into over 160 unique portfolio allocations.

Can Motley Fool be trusted? ›

Since 1993, The Motley Fool has been a trusted source of investment and financial advice to millions of members. Read their reviews showcasing our commitment to making the world smarter, happier, and richer. We are dedicated to customer feedback in order to provide the best services possible.

How easy is it to cancel Motley Fool? ›

Some subscriptions can be easily canceled through your account settings page located here. If you do not see the option to cancel your subscription or turn off automatic renewal, or if you're having trouble logging in - you can use the contact form here to send our team a message directly.

Is Motley Fool's Epic worth it? ›

With 5 stock picks per month and an impressive suite of tools and resources for investors, Motley Fool Epic is worth it for investors with an approximately $50,000 portfolio who are looking to uplevel and diversify.

What are Motley Fools' top 10? ›

Top 10 Holdings
TickerCompany NameWeighting
AAPLApple Inc9.62%
MSFTMicrosoft Corp8.69%
NVDANVIDIA Corp7.41%
AMZNAmazon.com Inc5.32%
6 more rows

Who gives the best stock advice for free? ›

  • Visit The Motley Fool. The Motley Fool review. ...
  • Visit Morningstar. Morningstar review. ...
  • Visit Seeking Alpha. Seeking Alpha review. ...
  • Visit StockRover. StockRover review. ...
  • Visit TradeStation. TradeStation review. ...
  • Visit Zacks Trade. ...
  • The Yahoo Finance stock screener has a clean and user-friendly design. ...
  • Stansberry Research review.

Who is better than Motley Fool? ›

The best stock advice websites include Motley Fool Stock Advisor, Seeking Alpha, and Moby. These platforms offer in-depth stock analysis and investing research to help you make informed decisions.

Which is better, Zacks or Motley Fool? ›

The Motley Fool is more narrow and focuses on recommendations from its team of analysts, while Zacks' recommendations are culled from analysts across Wall Street. The Motley Fool also focuses on long-term buy-and-hold strategies in next-gen companies, centering value.

Does Motley Fool say when to sell? ›

While The Motley Fool always approaches investing with a long-term perspective, that doesn't mean we only suggest stocks to buy. We regularly give "sell" recommendations to our members, often for one of the reasons described above.

Who is Motley Fool owned by? ›

The Motley Fool
Type of businessPrivate
Area servedUnited States, United Kingdom, Australia, Canada, Germany, Japan, Hong Kong
OwnerThe Motley Fool, LLC
Founder(s)David Gardner Tom Gardner Todd Etter Erik Rydholm
URLwww.fool.com
3 more rows

Does Motley Fool manage your portfolio? ›

As active managers, we do all the buying, selling, and rebalancing within your account. We carefully monitor each of our current holdings, and look for new opportunities in the market.

How many people use Motley Fool? ›

Established as a financial and investment advice company, The Motley Fool must be doing something right as they have 500,000 subscribers and quite a few reviews online.

Is Motley Fool spam? ›

Conclusion. Yes, the Motley Fool is completely legit. The company seeks to “make the world smarter, happier, and richer.” You don't have to spend a ton of money on a subscription service to get started (around $100 for Stock Advisor, my favorite of their subscriptions).

How much does it cost to join Motley Fool stock Advisor? ›

The service claims to have beaten the S&P 500 by a factor of three over the last 20 years. The Motley Fool Stock Advisor service costs $99 for the first year ($199 per year after the first year). 12 The Stock Advisor service is well-respected in the investment community.

Is Motley Fool rule breakers worth it? ›

In general, Rule Breakers is ideal for those who are looking to add potential big winners to their portfolios. With Rule Breakers, you're going to get more sell recommendations, as well as its buy recommendations, because at some point you'll need to unload your stocks.

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