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Michael Madzin

20 Years of Experience
Chattanooga, TN

Michael Madzin is a registered investment advisor at Laffer Tengler Investments, INC., based in Chattanooga, TN, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 276 clients with $800M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
276 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$800.1M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.15%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $20.0M0.75%
$20M+0.75%

Fees for accounts over $20,000,000 are negotiable. Wrap fee program advisory portions generally range from 0.20% to 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chattanooga, TN

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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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Employment History
Current Registrations
Laffer Tengler Investments, INC.
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Laffer Tengler Investments, INC.
June 2007 - November 2020 · 13 yrs 5 mos
Madzin Partners, LLC
October 2004 - December 2005 · 1 yr 2 mos
The Jumper Group, INC.
July 2004 - December 2011 · 7 yrs 5 mos
State Registrations1 state
TN
Advisor

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.
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