Molly Hattrich Rimes
MR
CFP

Molly Hattrich Rimes

4 Years of Experience

Firm Information

Molly Hattrich Rimes
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B

Fee Structure

Financial Plan Fee:From $2,000

Modera's fees are based on assets under management, hourly rates, or fixed fees. Wealth management fees range from 0.15% to 1.00%, and portfolio management fees range from 0.10% to 0.80%. Minimum quarterly fees apply: $2,500-$5,000 for wealth management and $2,000-$4,000 for portfolio management. Stand-alone financial planning fees range from $2,000 and up. Tax preparation fees range from $600-$1,500. Investment monitoring fees range from $5,000 to $50,000 per year.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

56 Jefferson Avenue, Westwood, NJ, 07675

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Modera Wealth Management, LLC
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
Insmed Financial Services, LLC
July 2021 - May 2022 · 10 mos
State Registrations3 states
NJNYTX
Advisor
Exams
No exam information available for this advisor.