Advisor at Motley Fool Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Motley Fool Wealth Management, LLC
Location
Alexandria, VA 22314
Credentials
Series 65
Industry experience
2 years
Eric Eiserman is a financial advisor at Motley Fool Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Motley Fool, LLC and in various roles within public schools. Outside of finance, he has experience with DT Virginia Fine Wines, LLC. Motley Fool Wealth Management provides discretionary portfolio management and nondiscretionary financial planning to individuals, trusts, business entities, and retirement plans, as well as model licensing services to institutional clients. The firm integrates research from The Motley Fool group and offers both retail managed accounts and institutional model portfolios.
Based on Motley Fool Wealth Management, LLC
Based on Motley Fool Wealth Management, LLC
$0 - $1,000,000: 0.95% annually for Stock-Based Model Portfolios $1,000,001+: 0.75% annually for Stock-Based Model Portfolios $0 - $1,000,000: 0.40% annually for Index-Based Model Portfolios $1,000,001+: 0.30% annually for Index-Based Model Portfolios
Account minimum: $6,000 minimum to open an account; additional investments subject to $500 minimum Fee-only: Financial planning and counseling services provided complimentary to eligible clients with specified account minimums; no separate fee charged.
2000 Duke Street, Suite 300
Alexandria, VA 22314
Colorado · Virginia
Motley Fool Wealth Management, LLC
2023 - Present (3 years)
The Motley Fool, LLC
2018 - 2023 (5 years)
DT Virginia Fine Wines, LLC
2017 - 2017 (1 year)
Loudoun County Public Schools
2015 - 2019 (4 years)
Prince William Count Schools
2015 - 2017 (2 years)
Fairfax County Public Schools
2015 - 2017 (2 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
Series 65
Vienna, VA
Solution Factory, LLC
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