Hilary Daniel is a CFP-designated registered investment advisor at Motley Fool Wealth Management, LLC, based in Charlotte, NC, with 18 years of industry experience. Hilary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,114 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
Schedule is for Stock-Based Model Portfolios. Index-Based Model Portfolios: - First $1,000,000: 0.40% per year - Amounts over $1,000,000: 0.30% per year MFWM may agree to a lower fee in specific situations.
Fee Estimator
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Hilary is a co-owner and CEO of Capital Gains ATM Resources LLC, which handles ATM installation and maintenance. This takes about 10-20% of her time and is considered adjacent to financial services but not conflicting.
Employment History
Current Registrations
Motley Fool Wealth Management, LLC
Previous Registrations
Modera Wealth Management, LLC
Parsec Financial
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 states
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