Mustard Seed Wealth Management offers comprehensive financial planning, portfolio design and management, retirement planning, estate planning, tax planning, educational funding, and insurance and risk assessment for individuals. For businesses, they offer succession planning, employee benefits, retirement plans, investments, and tax planning. Mustard Seed uses investment and portfolio allocation software to evaluate portfolio designs and assist clients in selecting investment strategies.
Assets Under Management$450M
Clients734
Advisors9
Avg. per Client$610K
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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