Advisor at Magnolia Wealth Management LLC
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Firm
Magnolia Wealth Management LLC
Location
Dothan, AL 36305
Credentials
Series 65
Industry experience
4 years
Robert Ryals is a financial advisor at Magnolia Wealth Management LLC, holding a Series 65 designation with four years of industry experience. He previously worked at MidSouth Bank and Troy University. In addition to his advisory role, he provides insurance services through the firm on a limited basis. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored portfolios and manages approximately $158 million in discretionary assets.
Based on Magnolia Wealth Management LLC
$0 - $250,000: 1.40% annually $250,000.01 - $500,000: 1.30% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $2,000,000: 0.95% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: Negotiable
$200 per hour for financial planning and consulting services if not paying for portfolio management
Account minimum: $250,000
1535 Honeysuckle Road
Dothan, AL 36305
Alabama · Florida · Georgia
Magnolia Wealth Management
2021 - Present (5 years)
MidSouth Bank
2018 - 2021 (3 years)
Troy University
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Dothan, AL
Legacy Wealth Management Group, LLC
Series 63, Series 66
Dothan, AL
Magnolia Wealth Management LLC
Series 65
Dothan, AL
CapSouth Wealth Management
CFP®, PFS™, Series 65
Dothan, AL
Jackson Thornton Wealth Management, LLC
CFP®, Series 63, Series 65
Dothan, AL
CapSouth Wealth Management
Series 66
Dothan, AL
CapSouth Wealth Management
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