Molly Lafleche is a CFP, ChFC-designated registered investment advisor at Fpnavigators, based in Maple Grove, MN, with 20 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 433 clients with $360M 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 - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $6.0M | 0.85% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.55% |
| $20.0M - $40.0M | 0.50% |
| $40.0M - $75.0M | 0.45% |
| $75.0M - $150.0M | 0.43% |
| $150M+ | 0.40% |
Annual fees are negotiable. Families may combine their assets for billing purposes. Financial planning services are included in this fee in most cases.
Fee Estimator
Location
7365 Kirkwood Court N, Suite 330, Maple Grove, MN, 55369
Get directionsHistory
Regulatory History (1)
Regulatory
November 2019Employment History
Current Registrations
Fpnavigators
Previous Registrations
Bleakley Financial Group, LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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
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