Molano Wealth Management provides investment management and financial planning services. Investment management involves creating a portfolio based on your goals and risk tolerance. Financial planning includes a review of your current and future financial situation, covering topics like retirement, taxes, and estate planning. Molano also offers hourly consultations and a monthly subscription model for ongoing financial planning.
Assets Under Management$180K
Clients2
Advisors1
Avg. per Client$88K
Avg. per Advisor$180K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.90% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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