Arthur Molloy
Arthur Molloy is a CFA, CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 45 years of industry experience. Arthur is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
12680 High Bluff Dr, Ste 250, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Regulatory
May 1987Other Business ActivitiesSells Insurance
Arthur is a California insurance agent offering various insurance products since 1979 and spends minimal time on it. He is also the President and Founder of Capital Growth Inc., a DBA for marketing purposes, and a board member for a homeowner's association.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Capital Growth Investment Management Services
Independent Financial Group, LLC
Capital Growth Investment Management Services
Sentra Securities CORP
Sentra Securities CorporationBroker
Hornor, Townsend & Kent, INC.Broker
American Capital SecuritiesBroker
Anchor National Financial Services, INC.Broker
State Registrations52 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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