Patrick Ryan is a registered investment advisor at Madison Asset Management, based in Madison, WI, with 18 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 36 clients with $4.9B 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 $5.0M | 0.80% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.60% |
Schedule reflects equity and balanced accounts. Fixed income accounts are charged 0.50% up to $5M and 0.40% on the balance. International equity accounts are charged 0.75% on the first $50M, 0.50% on the next $100M, and 0.40% on the balance. Fees may be negotiable.
Fee Estimator
Location
550 Science Drive, Madison, WI, 53711
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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 →Employment History
Current Registrations
Madison Asset Management
Previous Registrations
Members Capital Advisors, 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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