ML
CFP · ChFC
ML
CFP · ChFC
Molly Lafleche is a CFP, ChFC-designated registered investment advisor at Fpnavigators, based in Maple Grove, MN, with 19 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 433 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
433 clients
Average Client Portfolio
$820K average
Assets Under Management
$355.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $6.0M | 0.85% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.55% |
| $20.0M - $40.0M | 0.50% |
| $40.0M - $75.0M | 0.45% |
| $75.0M - $150.0M | 0.43% |
| $150M+ | 0.40% |
Annual fees are negotiable. Families may use combined AUM totals for billing purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
7365 Kirkwood Court N, Suite 330, Maple Grove, MN, 55369
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2019Final
Employment History
Current Registrations
Fpnavigators
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Bleakley Financial Group, LLC
September 2022 - November 2024 · 2 yrs 2 mos
LPL Financial LLCBroker
August 2022 - November 2024 · 2 yrs 3 mos
Northwestern Mutual Investment Services,llc
November 2013 - August 2022 · 8 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
May 2006 - August 2022 · 16 yrs 3 mos
State Registrations3 states
MNTXWI
Advisor
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.
Exams
No exam information available for this advisor.