Molly Goodwin is a registered investment advisor at Icapital, LLC, based in Boston, MA, with 18 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 220 clients with $1.5B 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 $300K | 1.25% |
| $300K - $600K | 1.15% |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.85% |
Fees are non-negotiable, though iCapital reserves the right to charge lower fees or waive account minimums. Accounts under $40,000 are subject to a $500 minimum annual fee.
Fee Estimator
Location
62 Plympton Street, Boston, MA, 02118
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 →Other Business ActivitiesSells Insurance
Molly owns a two-family house and rents out one unit, dedicating minimal time to this activity. She is also an insurance broker for Guardian Life Insurance, selling non-variable insurance, and a member of Boston Women's Football, LLC.
Employment History
Current Registrations
Icapital, LLC
Previous Registrations
LPL Financial LLC
State Registrations1 state
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
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