MG
MG
Madeline Giordano
31 Years of Experience
Boca Raton, FL
1 Disclosure
Madeline Giordano is a registered investment advisor at Advisory Services Network, based in Boca Raton, FL, with 31 years of industry experience. Madeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Boca Raton, FL
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Regulatory History (1)
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Regulatory
April 2023Final
Employment History
Current Registrations
Advisory Services Network
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
West Street Financial Services LLC
April 2013 - August 2023 · 10 yrs 4 mos
Triad Advisors, INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
June 1993 - April 2006 · 12 yrs 10 mos
Natwest Investor Services CorporationBroker
November 1992 - June 1993 · 7 mos
Cadaret, Grant & CO., INC.Broker
March 1991 - November 1992 · 1 yr 8 mos
Marketing One Securities, INC.Broker
February 1989 - February 1991 · 2 yrs
Integrated Resources Equity CorporationBroker
August 1988 - March 1989 · 7 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.