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Paladin Research Report for: Motley Fool Wealth Management

Motley

Paladin Transparency Index (PTI)

3.5

Data compiled from company, regulatory agency (SEC, FINRA), and third party websites. Did Not Disclose (DND) means Paladin could not find this information on the Internet. Advisory firms can submit updated information to Paladin Research. Paladin will update the OFA report if it can validate the information.

Types of Financial Services

  • Financial advice & services Financial planning & investment advisory services

Registration & Licensing

  • SEC: 801-77616
  • CRD: 165689
  • IARD: 165689
  • Disclosures (SEC.gov): No disclosures

Contact Information

  • Email: help@foolwealth.com
  • Telephone: 703-838-3665
  • Human Contact: yes
  • Type of Contact: Telephone, Email, in person by appointment only at their Alexandria, VA office

Minimums

  • Minimum Asset Requirement: $25,000 to $300,000 depending on the portfolio management service
  • Minimum Fee: $2,500 to $7,499 per year depending on length of subscription
  • Free Offer(s): None

Combined Fees

  • Service Initiation Fees: Users must subscribe to Motley Fool One newsletter ($2,500 to $7,499 per year) to access Motley Fool Wealth Management services
  • Annual Fee: Investment service covered by subscription to Motley Fool One newsletter
  • Annual Third Party Fee(s): Possibly
  • Examples of Third Parties: ETF's, Index Funds, Mutual Funds, Broker/Dealers

Scope of Business

  • Number of Users: 6,300 (Source: ADV; as of 8/25/15)
  • Assets (Paid): $661,000,000 (Source: ADV; as of 8/25/15)
  • Assets (Free): None

Investment Services

  • Number of Portfolios: 7
  • Types of Investments: DND
  • Investment Managers: Motley Fool Wealth Management

Additional Investment Services

  • Data Aggregation Services: Yes
  • Tax Loss Harvesting: DND
  • Rebalancing: DND
  • Account Liquidity: DND
  • Investor Discretion: Yes (Non-managed accounts only)

Additional Information

  • Clearing & Custody: User's choice for self-directed accounts. Managed account users are required to use Interactive Brokers, LLC.
  • Mobile Application: Yes

Paladin Transparency Rating (PTI)

  • 3.5

Interview

  • None

Comments

  • None

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