Mollot & Hardy provides investment advice and financial planning services. They focus on wealth enhancement, wealth and income protection, retirement plans, wealth transfer, and charitable giving. Services include investment selection, portfolio allocation, insurance reviews, educational funding, personal estate planning, corporate benefit plans, income planning, Social Security strategies, and tax-efficient investing. They manage investments through Buckingham Strategic Partners and Osaic Wealth Management Platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable. Some clients are not charged a blended annual fee schedule. In certain situations, Mollot & Hardy is willing to consider assessing only one rate to be charged against all of the client’s assets under management.