Molly Chase
Molly Chase is a CFP-designated registered investment advisor at Northern Capital Retirement Services, INC., based in Spokane, WA, with 23 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $300M 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 $1.0M | 0.50% |
| $1.0M - $10.0M | 0.35% |
| $10.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Discounted fee schedule available for Washington State Medical Association members. Pure Preservation objective portfolios charge 0.5% on the first $500,000 and 0.0% thereafter. Cash Only portfolios are not assessed a fee. Fees are negotiable.
Fee Estimator
Location
2700 South Southeast Boulevard, Suite 205, Spokane, WA, 99223-4984
Get directionsHistory
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 →Employment History
Current Registrations
Northern Capital Retirement Services, INC.
Northern Capital Management, INC.
Previous Registrations
Metlife Securities INC.
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.
Exams
More Advisors
- Laura Hail, CFPNorthern Capital Retirement Services, INC.
- James Wilson, CFPNorthern Capital Retirement Services, INC.
- Timothy Massie, CFPTimepiece Financial Planning, INC.
- John Beasley, ChFCState Farm Investment Management CORP.
- Cody Huckins, ChFCWells Fargo Advisors
- Hunter Jensen, CFPCharles Schwab & CO., INC.