Robert Ryals
Robert Ryals is a registered investment advisor at Magnolia Wealth Management LLC, based in Dothan, AL, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 385 clients with $180M 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 $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Management of brokered CDs shall only be charged a negotiated management fee up to a maximum of 1.00%. For accounts utilizing annuity products, accounts will be charged a 1% annual advisory fee, not to exceed 1.5%.
Fee Estimator
Location
1535 Honeysuckle Road, Dothan, AL, 36305
Get directionsHistory
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 ActivitiesSells Insurance
Robert provides insurance through the firm as an insurance agent since January 2024. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Magnolia Wealth Management LLC
State Registrations3 states
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.