What's more, you'll have the option of logging into your account anytime, day or night, from the comfort of your home or office to see exactly which securities you own... what trades the Motley
Fool Wealth Management team has made on your behalf... and how your portfolio is performing.
Please note that whatever portion of your portfolio you dedicate to a Personalized Portfolio will be managed only by the Motley
Fool Wealth Management team — you will not be able to make trades in this specific account.
Not exact matches
In other words, it's just a regular old brokerage account that you own but one that someone else manages for you (in this case, our
team at Motley
Fool Wealth Management) so you don't have to worry about all the «heavy lifting» that goes along with running a portfolio... including all the buying, selling, and rebalancing.
Motley
Fool Wealth Management has enlisted a
team of top - notch, experienced, and Foolishly trained investors - most of whom you've likely grown to know if you're a long - time Motley
Fool member.
Or, if you are thinking about opening a brand new account with Motley
Fool Wealth Management, the financial planning
team (which is myself and my folks) will be happy to help people get onboarded and work through the process.
We'll discuss fees more fully once you're ready to take the next step — but for the sake of complete transparency, we do want to point out that while you won't have to pay a single extra cent to have our
team build and manage a portfolio for you beyond the flat fee that you'll pay upfront to become a client of Motley
Fool Wealth Management...