Molly Bohrer
Advisor at Verum Partners LLC — Skaneateles, NY
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.
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.
Credentials
Series 65
Experience Industry experience
3 years
Location
Skaneateles, NY
Verum Partners LLC
Team
Clients per advisor
20 Very LowAvg AUM per client
$2,424,285 Very HighHNW client ratio
76% Very HighMolly Bohrer is a financial advisor at Verum Partners LLC with a Series 65 designation and three years of industry experience. She worked at Morgan Stanley from 2018 to 2021 before joining Verum Partners, where she has been since 2021. Verum Partners provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm offers discretionary portfolio management and financial planning, often engaging Independent Managers while maintaining oversight and due diligence.
Based on Verum Partners LLC
Fixed fees may be negotiated; minimum annual fee $10,000
$0 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $15,000,000: 0.50% $15,000,000 - $20,000,000: 0.40% $20,000,000+: 0.25%
Minimum fee: Minimum annual fee of $10,000 for comprehensive wealth management services
Skaneateles, NY
Skaneateles NY
Advisors at this office
1
New York · North Carolina
3 years of industry experience
Verum Partners LLC
2026 - Present • 1 year
Charlotte, NC
Verum Partners LLC
2025 - 2026 • 1 year
Charlotte, NC
Verum Partners LLC
2021 - 2025 • 4 years
Charlotte, NC
Morgan Stanley
2018 - 2021 • 3 years
New York, NY
Syracuse University
2017 - 2017 • 1 year
Syracuse, NY
Syracuse University
2016 - 2016 • 1 year
Syracuse, NY
Syracuse University
2015 - 2019 • 4 years
Syracuse, NY
Vermont Green Mount Specialty
2014 - 2019 • 5 years
Skaneateles, NY
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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