Jeffrey Simonbaker
Jeffrey Simonbaker is a registered investment advisor at Madison Investment Advisors, LLC, based in Madison, WI, with 25 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is employed by Madison Investment Holdings, Inc. and provides services to affiliated investment advisory firms. This activity takes nearly full-time hours.
Employment History
Current Registrations
Madison Investment Advisors, LLC
Mfd Distributor, LLC
Mfd Distributor, LLCBroker
Previous Registrations
Northroad Capital Management LLC
Madison Investment Holdings, INC
Barclays Global Investors ServicesBroker
Salomon Smith Barney INC.Broker
The Advisors Group, INC.Broker
State Registrations9 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.