Mollie Caputo is a CFP-designated registered investment advisor at Andersen, based in Boston, MA, with 1 years of industry experience. Mollie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 612 clients with $6.3B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable and can vary based on financial complexity, types of investments, number of entities, and integration of tax services. Fees for amounts over $50 million are negotiable.
Fee Estimator
Location
125 High ST 16th FL, Boston, MA, 02110
Get directionsHistory
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
Andersen
State Registrations1 state
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
More Advisors
- Vladimir Guerrier, CFPAndersen
- Paul Scleparis, CFAScs Capital Management LLC
- Benjamin Webber, CFASawyer & CO INC
- Jennifer Reardon, CFPRBC Capital Markets, LLC
- Matthew Johnson, CFPWelch & Forbes LLC
- James Gilloran, CFPCorient