Molotsky Tax Advisory Group, LLC
Assets Under Management
$26.1M
Number of Clients
138
Number of Advisors
1
Average Client AUM
$189K
AUM per Advisor
$26.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Molotsky Tax Advisory Group, LLC (MTAG) offers personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. MTAG also recommends third-party money managers and receives referral fees.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
MTAG charges fees based on a percentage of assets under management, hourly rates, fixed fees, and referral fees from third-party money managers. Asset management fees are based on the value of your portfolio (see table). Financial planning services are offered for a negotiable fixed fee (maximum $2,500) or an hourly fee of $200 per hour. MTAG may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Areas of Practice
Location
1010 Haddonfield Berlin Road, Suite 305, Voorhees, NJ, 08043