Karisha Reel is a registered investment advisor at Motley Fool Wealth Management, LLC, based in Charlotte, NC, with 2 years of industry experience. Karisha 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.
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Learn about disclosures →Employment History
Current Registrations
Motley Fool Wealth Management, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations3 states
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