Three Magnolias Financial Advisors's Form ADV discloses 1.50% on the first $2.5 million, 1.25% on the next $2.5 million, and 1.00% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #114471), Three Magnolias Financial Advisors is subject to fiduciary duty under federal law.
Three Magnolias Financial Advisors is headquartered in WINSTON SALEM, NC.
Three Magnolias Financial Advisors serves 455 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, Three Magnolias Financial Advisors offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Three Magnolias Financial Advisors manages $487 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, Three Magnolias Financial Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓