Adam Peterson is a registered investment advisor at The Magnolia Group, LLC, based in Omaha, NE, with 12 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies to the Magnolia Capital Fund. The firm also receives an incentive allocation of 10% of profits, subject to a high-water mark. The Magnolia Group does not receive advisory fees for services provided to the Fund of One.
Fee Estimator
Location
1601 Dodge Street, Suite 3300, Omaha, NE, 68102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is co-manager and 25% owner of The Aligned Group, LLC, co-CEO and co-Chairman of Boston Omaha Corporation, and an advisor to 24th Street Asset Management, LLC. He also serves on the Board of Directors for Nicholas Financial, Inc., Nelnet, Inc., and CB&T Holding Corporation, and is a member of KPR, LLC.
Employment History
Current Registrations
The Magnolia Group, LLC
Previous Registrations
The Magnolia Group, LLC
Magnolia Capital, LLC
State Registrations1 state
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