Dylan Burks is a registered investment advisor at Mustard Seed Financial, based in Meridian, ID. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 337 clients with $110M 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% |
Fee Estimator
Location
501 S. Main Street, Meridian, ID, 83642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mustard Seed Financial
State Registrations1 state
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