Jeffrey Matthias is a CFA-designated registered investment advisor at Madison Investment Advisors, LLC, based in Madison, WI, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 15,949 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Investments' advisory fee is a percentage of the assets they manage for you, up to 1.00% per year. The specific fee will vary based on the services provided, the size of your account, and other factors. Madison may charge a minimum quarterly fee of $1,500, depending on the size of the account and the services provided.
Location
550 Science Drive, Madison, WI, 53711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Madison Investment Advisors, LLC
Previous Registrations
Northroad Capital Management LLC
State Registrations2 states
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