Molly Werk is a registered investment advisor at Investment Management Group, based in Missoula, MT, with 3 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, High Net Worth, Investment Management. Their firm serves 3,098 clients with $5.2B 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 $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
321 W Broadway, Missoula, MT, 59802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Investment Management Group
State Registrations1 state
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