Molly Lanier
Molly Lanier is a registered investment advisor at Sound View Wealth Advisors Group, LLC, based in Statesboro, GA, with 22 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 844 clients with $1.9B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees are customizable for $100,000,000 and above. Fees are subject to negotiation.
Fee Estimator
Location
335 South Walnut St, Statesboro, GA, 30458
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Molly serves on the board of directors and as treasurer for the Statesboro Regional Sexual Assault Center, paying bills for the charity, dedicating a few hours per week. She is also a board member for Skidaway Health & Living Services, Inc, spending minimal time on this role.
Employment History
Current Registrations
Sound View Wealth Advisors Group, LLC
Previous Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
State Registrations2 states
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.