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Molly Gadbury

Advisor at Trader Wealth Management, LLC

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Trader Wealth Management, LLC logo

Firm

Trader Wealth Management, LLC

Location

Pontiac, IL

Credentials

ChFC®, Series 63

Industry experience

2 years

About

Molly Gadbury is a financial advisor at Trader Wealth Management, LLC with the ChFC® designation and two years of industry experience. She has held roles at COUNTRY Financial, COUNTRY Trust Bank, and State Farm Insurance prior to joining Trader Wealth Management. Trader Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines strategic and tactical asset allocation with global diversification and employs various investment strategies tailored to client risk profiles, managing approximately $103.4 million in assets.

Client services

Based on Trader Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Trader Wealth Management, LLC

Options & derivatives strategies Tax-loss harvesting General tax planning Cash flow / budgeting

Occupation focus

Based on Trader Wealth Management, LLC

Executive Founder/Business Owner

Demographic focus

Based on Trader Wealth Management, LLC

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Fixed fees for financial planning services typically range from $500 to $20,000 depending on complexity.

Percentage

$50,000 - $99,999.99: 2.30% $100,000 - $249,999.99: 2.30% $250,000 - $499,999.99: 2.05% $500,000 - $749,999.99: 1.80% $750,000 - $1,249,999.99: 1.55% $1,250,000 - $1,999,999.99: 1.30% $2,000,000 - $4,999,999.99: 1.05% $5,000,000 - $24,999,999.99: 1.05% $25,000,000+: 0.80%

Project-based

$325 per hour for limited scope engagements; $275 per hour for implementation work after financial plan delivery.

Performance-based

Performance-based fees may be charged to qualified investors or clients with $1 million+ under management, including incentive fees from affiliated limited partnerships based on realized capital appreciation and returns above a hurdle rate.

Subscriptions

Retainer agreements with negotiable fees; clients may pay quarterly in advance or pre-paid retainer arrangements.

Other

Account minimum: $50,000 Minimum fee: $1,250 minimum annual fee for clients receiving ongoing asset management services. Fee-only: Fixed fees for financial planning range from $500 to $20,000 depending on complexity; hourly planning rate is $325/hour; follow-on implementation work billed at $275/hour; retainer fees are negotiable.

Location

Pontiac, IL

Most active in

Illinois

Work history

Trader Wealth Management

2023 - Present (3 years)

COUNTRY Capital Management Company

2022 - 2023 (1 year)

COUNTRY Trust Bank

2022 - 2023 (1 year)

COUNTRY insurance affiliates

2022 - 2023 (1 year)

COUNTRY Trust Bank

2022 - 2022 (1 year)

COUNTRY Financial

2019 - 2022 (3 years)

COUNTRY Financial

2018 - 2019 (1 year)

COUNTRY Financial

2018 - 2018 (1 year)

State Farm Insurance

2016 - 2018 (2 years)

Illinois State University

2016 - 2019 (3 years)

Pontiac High School

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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