Motley Fool Wealth Management, LLC is a large advisory firm based in Alexandria. It manages $1.51 billion of regulatory assets for 4,560 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Motley Fool Wealth Management provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Motley Fool Wealth Management, LLC is $1.51 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1061% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Motley Fool Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Nicholas John Crow is individuals with 2,552 clients and $822.37 million of assets under management. Among the 10 most similar advisory firms, Motley Fool Wealth Management has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.51 billion for 2,947 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Motley Fool Wealth Management doesn't advise any private funds.
The company employs 36 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nicholas John Crow has been acting as President since 1 Jan 2014. William Haynie Mann has served as the Chief Investment Officer since 1 Jun 2015. Motley Fool Investment Management Llc joined the executive team most recently as the Sole Member.
The principal office where Motley Fool Wealth Management, LLC performs its advisory services is located at 2000 Duke Street, Alexandria, VA 22314, which is also the mailing address of the firm. An additional office of the firm is in Lakewood, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 844-408-4390 or by fax 703-254-1999. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at foolwealth.com.