Mustard Seed Wealth Management

Mustard Seed Wealth Management

Magnolia, Arkansas

5.0

4 Reviews

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...see more

Assets Under Mgmt

$313.02M

Investment Professionals

10

Locations

6

% 401K & Individual

41%

% Discretionary

95%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Reviews for Mustard Seed Wealth Management

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