Motley Fool Wealth Management, Llc
Alexandria, Virginia
1.2
993 Reviews
Motley Fool Wealth Management, LLC, a regional investment advisory firm based out of Alexandria, VA, has established itself as a trusted partner in the financial industry. With over 2,590 individual clients and an impressive $1,621,706,000 in assets under management, they have earned a reputation for delivering exceptional service and results. Motley Fool Wealth Management, LLC operates across six offices, strategically positioned to serve their diverse clientele effectively. Their expertise lies in managing both employer 401Ks and individual investments, which together constitute around half of their total assets under managemen...
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Assets Under Mgmt

$1.62B

Investment Professionals

33

Locations

5

% 401K & Individual

50%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
Educational seminars/workshops
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