Mustard Seed Financial provides financial planning and investment management services to individuals, families, and their related entities. The firm works with clients to define financial objectives and develop strategies to reach those objectives. Mustard Seed Financial also offers consulting services related to any financial topic. Brian D. Burks, a principal of the firm, is a licensed insurance agent.
Assets Under Management$110M
Clients337
Advisors4
Avg. per Client$320K
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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