Sabrina Rosh is a CFP-designated registered investment advisor at Motley Fool Wealth Management, LLC, based in Alexandria, VA, with 16 years of industry experience. Sabrina 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
2000 Duke Street, Suite 300, Alexandria, VA, 22314
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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 →Employment History
Current Registrations
Motley Fool Wealth Management, LLC
Previous Registrations
Ellevest
Wealth Architects, LLC
Brighton Jones LLC
Brighton Jones LLC
Lwi Financial INC.
Loring Ward Securities INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Bellatore Financial, INC.
Bellatore Securities, INC.Broker
State Registrations3 states
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