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Anthony Madonna

28 Years of Experience
Seaside, CA
1 DisclosureBroker

Anthony Madonna is a registered investment advisor at Momentum Independent Network INC., based in Seaside, CA, with 28 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
129 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Seaside, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2009
Denied
Employment History
Current Registrations
Momentum Independent Network INC.
February 2009 - Present · 17 yrs 8 mos
Momentum Independent Network INC.Broker
February 2009 - Present · 17 yrs 8 mos
Previous Registrations
Southwest Securities, INC.
December 2008 - February 2009 · 2 mos
Southwest Securities, INC.Broker
December 2008 - February 2009 · 2 mos
M. L. Stern & CO, LLC.
November 2004 - December 2008 · 4 yrs 1 mo
M.L. Stern & CO., LLC.Broker
June 1998 - December 2008 · 10 yrs 6 mos
State Registrations19 states
ALAZCAFLGAIAKSLANCNMNVORPASCTXUTVAWAWI
AdvisorBrokerBoth

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.