Mollie Connelly is a registered investment advisor at Wafd Wealth, INC, based in Seattle, WA. Mollie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 274 clients with $350M 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 |
|---|---|
| Any | 1.50% |
Discretionary management fees range from 0.50% to 1.50% annually. Non-discretionary consulting fees range from 0.10% to 0.25% annually. Fees are negotiable based on factors such as anticipated future assets, account size, and family relationships.
Fee Estimator
Location
1215 Fourth Avenue, Suite 2200, Seattle, WA, 98161
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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
Wafd Wealth, INC
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
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