Yvonne Madson
Yvonne Madson is a ChFC-designated registered investment advisor at Madson Wealth Advisors INC., based in Santa Rosa, CA, with 25 years of industry experience. Yvonne 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
1160 North Dutton Ave, Ste 210, Santa Rosa, CA, 95401
Get directionsHistory
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 ActivitiesSells Insurance
Yvonne sells fixed insurance products, dedicating about 10% of her time to this activity. This activity is investment-related and conducted at the branch location.
Employment History
Current Registrations
Madson Wealth Advisors INC.
Previous Registrations
Commonwealth Financial Network
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.