Jerry Madrid
Jerry Madrid is a CFP-designated registered investment advisor at Madrid Retirement Advisors, based in Manhattan Beach, CA, with 23 years of industry experience. Jerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 8 more. Their firm serves 244 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.25% |
Fees are reviewed and redetermined approximately every six months based on assets under management. Fees are negotiable and may be discounted based on client circumstances.
Fee Estimator
Location
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA, 90266
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 Activities
Jerry operates under several DBAs for his LPL business and Madrid Financial Services, Inc, providing investment advisory services. He also serves as President of Full Circle Media, a business entity for tax/investment purposes, dedicating a few hours per week to this role.
Employment History
Current Registrations
Madrid Retirement Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations5 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.
Exams
More Advisors
- Jeffrey Muhle, CFA, CFPFinancial Planning Concepts, INC.
- Ross Kroll, CFPOcean Path Advisors, LLC
- Miguel Irazabal, CFPMonograph Wealth Advisors, LLC
- Riley Velthuyzen, CFPOcean Path Advisors, LLC
- Alec Hoag, CFPLPL Financial LLC
- Matthew Evans, CFPOcean Path Advisors, LLC