William Madara
William Madara is a CFP, ChFC-designated registered investment advisor at Advisory Services Network, based in Moorestown, NJ, with 31 years of industry experience. William 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
505 S. Lenola Road, Suite 110, Moorestown, NJ, 08057
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2015Customer Dispute
April 2015Customer Dispute
May 2013Other Business ActivitiesSells Insurance
William is a partner at Apex Tax Advisors, LLC, preparing taxes, and a partner/member of Apex Capital Wealth Management LLC. He also works as an independent insurance agent selling life, long-term care, and disability insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Advisory Services Network
National Asset Management, INC.
National Securities CorporationBroker
Gunnallen Financial, INC
Unified Wealth Management, LLC
Gunnallen Financial, INCBroker
Gunnallen Financial, INC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Prime Capital Services, INC.Broker
PFS Investments INC.Broker
State Registrations3 states
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.