Molly Burton is a CFP-designated registered investment advisor at Cape Investment Advisory, INC., based in Hanover, MD, with 6 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,634 clients with $400M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
The annual fees may be negotiable.
Fee Estimator
Location
1362 Mellon Road, Suite 100, Hanover, MD, 21076
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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 →Employment History
Current Registrations
Cape Investment Advisory, INC.
American Global Wealth Management, INC.Broker
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
T. Rowe Price Advisory Services, INC.
Greenspring Advisors, LLC
Tobias Financial Advisors
State Registrations1 state
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