EM
CFP
EM
CFP

Ellen Molnar

41 Years of Experience
Meredith, NH
BrokerSells Insurance

Ellen Molnar is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Meredith, NH, with 41 years of industry experience. Ellen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

121 Rt. 25 Unit 1, Meredith, NH, 03253

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ellen sells fixed insurance products at the branch, which is investment-related. She is also a notary public at the branch, which is not investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
August 2015 - Present · 11 yrs 2 mos
Commonwealth Financial NetworkBroker
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Lincoln Financial Securities Corporation
April 2004 - August 2015 · 11 yrs 4 mos
Lincoln Financial Securities CorporationBroker
March 1986 - August 2015 · 29 yrs 5 mos
Ids Marketing CorporationBroker
July 1985 - March 1986 · 8 mos
State Registrations27 states
ALAZCOCTFLGAIAILKYMAMDMEMTNCNHNJNMNYOHOKPARITNTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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