Molotsky Tax Advisory Group (MTAG) offers personalized financial planning and investment management services. This includes helping clients determine financial goals, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and handle estate planning. MTAG does not sell commissioned products, but its managing member is affiliated with entities that sell insurance.
Assets Under Management$27M
Clients134
Advisors1
Avg. per Client$200K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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