Your introductory meeting is confirmed and scheduled on your Wealth Advisor's calendar.
Please complete your short financial survey so we can create your risk/reward profile. We provide it to all of our clients in advance so that you have time to complete the survey and your advisor has time to review it. This enables us to make the most of your time on the call itself.
The questions are all about you, so there’s no preparation needed on your end.
The numbers don’t need to be perfect, either—your best estimates are simply a starting point for a personalized strategy which you and your advisor will fine-tune together.
After you submit, you’ll receive a proposed asset allocation right away!
This can be our starting point. Click below to get started now.
And, if you need to reschedule, please give your Wealth Advisor as much advance notice as possible by calling our client support team at (571) 639-3981 or sending an email to support@foolwealth.com.
* We tailor our asset allocation recommendations for each client. However, our selection of individual securities is not personally tailored to client accounts. Rather, the individual securities purchased and sold for client accounts are based upon and track the holdings in our Model Portfolios which correspond to each strategy.
This message is provided for informational purposes only, reflects our general views on investing and should not be relied upon as recommendations or financial planning advice . We encourage you to seek personalized advice from qualified professionals, including (without limitation) tax professionals, regarding all personal finance issues. While we can counsel on tax efficiency and general tax considerations, Motley Fool Wealth Management (MFWM) does not (and is not permitted to) provide tax or legal advice. Clients who need such advice should consult tax and legal professionals. These comments may not be relied upon as personalized financial planning or tax advice.
Motley Fool Wealth Management is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own. HOWEVER, REGISTRATION AS AN INVESTMENT ADVISOR DOES NOT IMPLY ANY LEVEL OF SKILL OR TRAINING. Access to Motley Fool Wealth Management is only available to clients pursuant to an Investment Advisory Agreement and acceptance of our Client Relationship Summary (PDF) and Brochure (Form ADV, Parts 2A and 2B) (PDF - 204 KB). You are encouraged to read these documents carefully. All investments involve risk and may lose money. Motley Fool Wealth Management does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may not exactly match the performance of any of our Model Portfolios. Past performance is no guarantee of future results. Each Personal Portfolio is subject to an account minimum, which varies based on the strategies included in the portfolio. Motley Fool Wealth Management retains the right to revise or modify portfolios and strategies if it believes such modifications would be in the best interests of its clients.
During discussions with our Wealth Advisors, they may provide advice with respect to 401(k) and IRA rollovers into accounts that are managed by MFWM. Such recommendations pose potential conflicts of interest in that rolling retirement savings into a MFWM managed account will generate ongoing asset-based fees for MFWM that it would not otherwise receive.
MFMW, an affiliate of The Motley Fool, LLC (“TMF”), is a separate legal entity, and all financial planning advice and discretionary asset management services for our clients are made independently by the wealth advisors and asset managers at MFWM. Neither of TMF co-founders, Tom Gardner and David Gardner, nor any other TMF analyst is involved in the investment decision-making or daily operations of MFWM. MFWM does not attempt to track any TMF services.