Advisor at Sound View Wealth Advisors Group, LLC
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Firm
Sound View Wealth Advisors Group, LLC
Location
Statesboro, GA 30458
Credentials
Series 66
Industry experience
22 years
Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.
Based on Sound View Wealth Advisors Group, LLC
Based on Sound View Wealth Advisors Group, LLC
Flat fees for financial planning services may be negotiated and agreed upon in writing
$0 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.1% $2,000,000 - $4,999,999: .95% $5,000,000 - $9,999,999: .75% $10,000,000 - $24,999,999: .60% $25,000,000 - $49,999,999: .50% $50,000,000 - $99,999,999: .40% $100,000,000+: customizable
Certain advisory persons receive commissions for annuities and insurance products sold through affiliated entities
Hourly financial planning fees generally range from $250 to $500 per hour
Fee-only: Financial planning fees may be charged separately on an hourly or flat fee basis; hourly rates range from $250 to $500 per hour
335 South Walnut St
Statesboro, GA 30458
Georgia · South Carolina
Sound View Wealth Advisors Group, LLC
2020 - Present (6 years)
Synovus Securities
2002 - 2020 (18 years)
Synovus Trust Co
1993 - 2020 (27 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
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.
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Series 65
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Series 65
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