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Michael Madalena

26 Years of Experience
Boca Raton, FL
BrokerSells Insurance

Michael Madalena is a registered investment advisor at VALIC Financial Advisors, INC., based in Boca Raton, FL, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

1800 North Military Trail, Suite 340, Boca Raton, FL, 33431

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael owns a vacation home rental property since 2022, managed by a third party. He also sells non-securities insurance products through AGIA, dedicating a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2000 - Present · 25 yrs 6 mos
VALIC Financial Advisors, INC.Broker
July 1999 - Present · 26 yrs 10 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
April 1999 - December 2001 · 2 yrs 8 mos
State Registrations44 states
AKALARAZCACOCTDCFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKPARISCSDTNTXVAVTWAWIWV
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.