Molly Grubb
Molly Grubb is a registered investment advisor at Dynasty Family Office, based in Worthington, OH, with 17 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 43 clients with $21M 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 $750K | 1.65% |
| $750K - $1.5M | 1.45% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.65% |
Fees are negotiable depending on individual client circumstances. Legacy clients may have a different negotiated fee. There is also a one-time onboarding and financial planning fee of 0.35% of the net investable assets. Cash and cash alternatives are subject to an annual investment advisory fee of 0.25% unless otherwise agreed upon.
Fee Estimator
Location
Worthington, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
Molly co-owns her husband's real estate investment firms and a licensee company for Ohio State, and owns Amora Green, LLC (residential investment property) and Amora Green Exotics, LLC (exotic car holding company). She also owns Grubb Financial Services LLC (a licensed insurance agency), works as an insurance agent, and owns Dynasty Tax Planners, LLC, spending about 10-20% of her time on the tax services.
Employment History
Current Registrations
Dynasty Family Office
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Key Investment Services LLCBroker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, 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.