Molinar & Co Financial Advocates is a fee-only firm offering both investment management and financial planning services. Molinar & Co helps clients define their financial objectives, analyze their progress, and provide recommendations. They create and manage investment portfolios based on a client's financial plan. They also offer ongoing and project-based financial planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
The advisory fee is a straight tier meaning each breakpoint is retroactive to the first dollar.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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