Mallard Financial Partners Inc

Mallard Financial Partners Inc. is a Fee-Only financial planning and investment management firm founded in August 2013. They offer financial planning and investment management services to individuals, trusts, estates, nonprofits, and small businesses. The firm does not sell commissioned products, accept commissions, or referral fees. Clients maintain asset control through an independent custodian. Investment advice is provided on an hourly, project, or ongoing basis, with services tailored to each client's needs. The firm's investment strategy primarily focuses on strategic asset allocation and proper diversification. Clients can choose from different levels of service agreements with varying fees based on Assets Under Management (AUM). MALLARD does not charge performance-based fees and has no account minimum size. The firm uses security analysis methods such as charting, fundamental analysis, and technical analysis. They disclose potential conflicts of interest and have a Code of Ethics in place. MALLARD participates in the TD Ameritrade Institutional and Schwab Advisor Services programs, receiving certain benefits that assist in managing client portfolios. The firm has no disciplinary events and does not accept soft dollars. Clients receive regular reports and have the option for discretionary trading authority. Proxy voting services are provided through ProxyEdge. MALLARD does not serve as a custodian for client funds and has a sound financial condition.