Mustard Seed Wealth Management, a local investment advisory firm based out of Magnolia, AR, is dedicated to helping clients achieve their financial goals. With over 530 individual clients and an impressive $313,018,000 in assets under management, they have established themselves as a trusted partner in the wealth management industry. The firm operates from seven offices strategically located to serve their clients effectively. With a strong focus on employer 401Ks and individual investments, Mustard Seed Wealth Management possesses extensive expertise in this area. In fact, approximately half of their assets under management come from these sources, highlighting their ability to provide tailored solutions for retirement planning. Mustard Seed Wealth Management prides itself on its discretionary management approach, with 95% of the assets they oversee falling under this category. Their compensation structure is diverse and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the payment method that best suits their needs. The firm's team consists of 11 highly skilled employees, the majority of whom specialize in providing investment advisory services. Each investment advisor manages an average of $31,300,000 in assets, showcasing their capability to handle significant portfolios. Mustard Seed Wealth Management benefits from the experience and knowledge of its longest-tenured advisors, namely Lannie Travis, Jonathan Baird, and James Ashby. Their deep understanding of the industry enables the firm to deliver exceptional guidance and advice to their clients. In summary, Mustard Seed Wealth Management is a reputable investment advisory firm in Magnolia, AR, offering comprehensive wealth management services to a diverse client base. With their expertise, personalized solutions, and dedication to client success, they continue to make a positive impact in the financial well-being of their clients.

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) is a small investment advisory firm headquartered in Shreveport, LA. With 1 office, they specialize in providing comprehensive investment advisory services to their clients. The firm boasts a dedicated team of 4 highly skilled professionals, all of whom are committed to delivering personalized investment strategies. Pinnacle Asset Management Group, Corporation (Inc.) has an impressive average of approximately $25,560,000 in assets under management per investment advisor, reflecting their expertise in managing substantial portfolios. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management and hourly charges. Renowned for their proficiency in handling employer 401Ks and individual investments, Pinnacle Asset Management Group, Corporation (Inc.) has secured a substantial portion of their assets under management from these sources. Notably, 4% of the assets they manage are under discretionary management, illustrating their ability to make independent investment decisions on behalf of their clients. With a solid client base, Pinnacle Asset Management Group, Corporation (Inc.) serves over 180 individual clients, expertly managing assets worth over $102,237,000. The firm takes pride in the experience and tenure of its advisors, with key professionals like Christina Decharles, Michael Tucci, and Diana Decharles contributing significantly to the firm's success. As a trusted partner in the financial industry, Pinnacle Asset Management Group, Corporation (Inc.) aims to provide comprehensive and tailored investment advisory services to help their clients achieve their financial goals and secure their financial future.

Lees Monsour Group, headquartered in Shreveport, LA, is a distinguished investment advisory firm providing exceptional financial services. With a single office, the firm boasts a talented team of four professionals, three of whom specialize in investment advisory services. Their remarkable expertise enables them to oversee an impressive average of $160,560,000 in assets under management per investment advisor, surpassing industry standards. Lees Monsour Group employs a versatile compensation structure, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. While their focus primarily revolves around discretionary management, they possess the capacity to effectively handle employer funds, alongside a diverse range of accounts including 401K and individual portfolios, constituting less than 30% of their total assets under management. The firm predominantly caters to high net worth individuals, boasting an extensive client base of over 180 individuals who entrust them with more than $481,691,000 in assets under management. A testament to their commitment to excellence is reflected in the long-serving advisors, including esteemed professionals such as Vickie Chrisman, Jeffrey Monsour, and Samuel Lees. Lees Monsour Group stands apart from its peers due to its unwavering dedication to delivering unparalleled financial guidance. Clients benefit from their extensive experience, sophisticated investment strategies, and personalized solutions tailored to meet their unique financial objectives. As a small yet dynamic investment advisory firm, Lees Monsour Group continues to make a significant impact on the wealth management landscape, ensuring the prosperity and success of their valued clientele.