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
Charlotte, NC
Credentials
Series 66
Industry experience
3 years
Karisha Reel is a financial advisor at Motley Fool Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at The Vanguard Group, INC. and Wallah Richardson State Farm. Motley Fool Wealth Management provides discretionary portfolio management and nondiscretionary financial planning to individuals, trusts, business entities, and retirement plans. The firm is notable for its integration with The Motley Fool group, offering retail managed accounts and model licensing to institutions.
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.
Charlotte, NC
Colorado · North Carolina · Virginia
Apollon Wealth Management, LLC
2026 - Present (1 year)
Motley Fool Wealth Management, LLC
2025 - Present (1 year)
The VANGUARD GROUP, INC.
2023 - 2025 (2 years)
Wallah Richardson State Farm
2020 - 2023 (3 years)
Sunflour Baking Co
2019 - 2020 (1 year)
Coats America
2017 - 2019 (2 years)
Ethan Allen
2016 - 2017 (1 year)
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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.
Series 65
Charlotte, NC
Lake Effect Wealth LLC
CFP®
Charlotte, NC
Flat Fee Financial LLC
As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.
Series 63, Series 65
Indian Trail, NC
Cornerstone Investment Services, Inc.
Series 65
Charlotte, NC
Goldfarb Wealth Advisors
Series 63, Series 65
Charlotte, NC
Prodeo Asset Management, LLP
CFP®, Series 63, Series 65
Concord, NC
360 Aviation Advisors, LLC
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