Molly Gadbury is a ChFC-designated registered investment advisor at Trader Wealth Management, LLC, based in Pontiac, IL, with 2 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 85 clients with $100M 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 $100K | 2.30% |
| $100K - $250K | 2.30% |
| $250K - $500K | 2.05% |
| $500K - $750K | 1.80% |
| $750K - $1.2M | 1.55% |
| $1.3M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $25.0M | 1.05% |
| $25M+ | 0.80% |
The annual fee for an Investment Management Agreement is negotiable and will generally be less than the maximum client fee.
Fee Estimator
Location
Pontiac, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trader Wealth Management, LLC
Previous Registrations
Country Capital Management CompanyBroker
State Registrations1 state
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