Magnolia Wealth

Overview

Magnolia Wealth is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm focuses on advice for individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. It charges clients via a combination of percentage-of-AUM and fixed fees. Magnolia Wealth does not present itself as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives