LP
LP

Laurie Pinner

12 Years of Experience
Magnolia, AR

Laurie Pinner is a registered investment advisor at Mustard Seed Wealth Management, based in Magnolia, AR, with 12 years of industry experience. Laurie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
734 clients
Average Client Portfolio
$612K average
Assets Under Management
$449.4M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $2.0M0.80%
$2M+0.50%

Fees are negotiable and can vary based on individual, family, or business circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

202 S. Pine, Magnolia, AR, 71753

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Laurie is a 50% owner of a commercial rental property. This activity is not investment-related and takes a few hours per week.

Employment History
Current Registrations
Mustard Seed Wealth Management
December 2013 - Present · 12 yrs 5 mos
State Registrations3 states
ARLATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Laurie Pinner - Financial Advisor | TrueAdvisor