HM
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Hector Molini

7 Years of Experience
Charleston, SC

Hector Molini is a registered investment advisor at Warren Capital Group, based in Charleston, SC, with 7 years of industry experience. Hector 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 187 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
187 clients
Average Client Portfolio
$667K average
Assets Under Management
$124.8M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1000K2.25%
$1.0M - $5.0M1.75%
$5M+1.25%

All fees are negotiable at Warren Capital Group's sole discretion. Warren Capital Group may offer discounted rates to any employees or clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

677 King Street, Floor 3, Charleston, SC, 29403

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Hector is the owner/operator of HEM Consulting LLC, an investment-related management consulting firm, since 2017. He spends a few hours per week on this activity.

Employment History
Current Registrations
Warren Capital Group
August 2018 - Present · 7 yrs 9 mos
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.
Hector Molini - Financial Advisor | TrueAdvisor