Magnolia Wealth Management LLC
Magnolia Wealth Management LLC (CRD# 314787) is a financial advisory firm headquartered in Bowling Green, KY. They manage $32,250,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$215,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KY, TX
Financial Advisors at Magnolia Wealth Management LLC
1
Elizabeth Cook (CRD# 7271689) is an Investment Advisor Representative working at Magnolia Wealth Management LLC in Bowling Green, KY and has over 2 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.