Mindie Molina
Mindie Molina is a registered investment advisor at Mindie Molina Investments, LLC, based in Stuart, FL, with 10 years of industry experience. Mindie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
2081 SE Ocean Blvd, Suite 301, Stuart, FL, 34996
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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 ActivitiesSells Insurance
Mindie owns Complete Retirement Group, where she sells fixed indexed annuities, long-term care insurance, Medicare supplements, and life insurance, dedicating full-time hours to this. Mindie also owns GLU, where she works as a Christian writer/video blogger, spending minimal time on book promotion and video production.
Employment History
Current Registrations
Mindie Molina Investments, LLC
Previous Registrations
Aegis Wealth Management, INC.
Ae Wealth Management, LLC
Gradient Advisors, LLC
Global Financial Private Capital, 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.