Advisor at Molotsky Tax Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Molotsky Tax Advisory Group, LLC
Location
Voorhees, NJ 08043
Credentials
Series 63, Series 66
Industry experience
19 years
Lee Molotsky is the principal of Molotsky Tax Advisory Group, LLC, an independent advisory firm based in Voorhees, NJ. He holds Series 63 and Series 66 credentials and has 19 years of experience in financial advisory services. Molotsky also works as an independent insurance agent, spending approximately half of his professional time in this capacity. His work history includes roles at Greentree Mortgage Company and SHM Financial Group. Molotsky Tax Advisory Group primarily serves individual clients, as well as trusts, estates, small businesses, and retirement plans. The firm offers discretionary asset management and comprehensive financial planning, customizing portfolios based on clients’ objectives and risk tolerances using fundamental, technical, and cyclical analysis.
Based on Molotsky Tax Advisory Group, LLC
Based on Molotsky Tax Advisory Group, LLC
Negotiable fixed fee for financial planning services, maximum $2,500
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$200 per hour for financial planning services
Fee-only: Financial planning fixed fee up to $2,500; hourly fee $200/hour
1010 Haddonfield Berlin Road, Suite 305
Voorhees, NJ 08043
New Jersey
Greentree Mortgage Company
2018 - Present (8 years)
Molotsky Tax Advisory Group, LLC
2007 - Present (19 years)
SHM Financial Group
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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