Magnolia Financial Planning Services, Inc. is a leading investment advisory firm based out of Seneca, SC. With a team of four dedicated professionals, including three investment advisors, they specialize in providing comprehensive financial planning services to individuals and high net worth clients.
With an impressive average of $701,890,000 in assets under management per investment advisor, Magnolia Financial Planning Services, Inc. stands out in the industry. Their compensation structure is diverse, incorporating various types such as a percentage of assets under management and performance-based fees.
Catering to a diverse ...
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Assets Under Mgmt
$151.88M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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