Lee Molotsky
Lee Molotsky is a registered investment advisor at Molotsky Tax Advisory Group, LLC, based in Voorhees, NJ, with 19 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 134 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
1010 Haddonfield Berlin Road, Suite 305, Voorhees, NJ, 08043
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2007Other Business ActivitiesSells Insurance
Lee works as an independent insurance agent, dedicating about half of their time to this role. Lee also works as a loan originator for Greentree Mortgage Company, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Molotsky Tax Advisory Group, LLC
Previous Registrations
Ing Financial Partners, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.