Jonathan Baird is a CFP-designated registered investment advisor at Mustard Seed Wealth Management, based in Magnolia, AR, with 20 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 734 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable and can vary based on individual, family, or business circumstances.
Fee Estimator
Location
500 N. Jackson, Magnolia, AR, 71753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the Chief Financial Officer at Peoples Bank since 2005, overseeing risk management and the bond investment portfolio. This takes about half of his time.
Employment History
Current Registrations
Mustard Seed Wealth Management
State Registrations3 states
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