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
San Jose, CA
Credentials
CFP®, Series 66
Industry experience
16 years
Sabrina Rosh is a CFP® with 16 years of experience in the financial services industry. She is currently with Motley Fool Wealth Management, LLC and has previously worked at firms including Ellevest, Wealth Architects, Brighton Jones, and Loring Ward. Motley Fool Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, business entities, and retirement plans. The firm is notable for its integration with The Motley Fool group, offering both retail managed accounts and model portfolio licensing to institutional clients.
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.
San Jose, CA
California · Colorado · Texas · Virginia
Apollon Wealth Management, LLC
2026 - Present (1 year)
Motley Fool Wealth Management, LLC
2025 - Present (1 year)
UnEMPLOYED
2025 - 2025 (1 year)
Ellevest
2023 - 2025 (2 years)
Wealth Architects, LLC
2022 - 2023 (1 year)
Wealth Architects, LLC
2019 - 2022 (3 years)
Brighton Jones, LLC
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
San Jose, CA
Andrey, Douglas
Series 63, Series 65
Mountain View, CA
Ardent Capital
CFP®
San Jose, CA
KRS Tax & Investments Inc.
CFP®, Series 65
Cupertino, CA
Akrish Financial Advisory
Series 66
San Jose, CA
Chief Capital Management, Inc
Series 65
Saratoga, CA
Investcraft Advisors LLC
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