Anthony Madonia is a registered investment advisor at Financial Transparency, based in Des Plaines, IL, with 9 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 235 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee percentages vary by program: Let's Get Started is up to 1.00%, Managed Investment Portfolios is up to 1.75%, and Customized Managed Accounts is up to 2.15%. Actual fees are negotiated with your advisor.
Fee Estimator
Location
2700 S. River Road, Suite 115, Des Plaines, IL, 60018
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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
Anthony owns 37.5% of Downtown Family Office Services, LLC and Downtown Business Advisors, LLC, both advising clients on small business matters, dedicating about 10-20% of his time to each. He is also President/Owner of Anthony J. Madonia & Assoc., Ltd., a law firm, and provides trustee services, dedicating about a quarter of his time to the law firm and minimal time to trustee services.
Employment History
Current Registrations
Financial Transparency
Previous Registrations
Trustee Empowerment & Protection, INC.
State Registrations1 state
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
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