Michael Madzin is a registered investment advisor at Laffer Tengler Investments, INC., based in Chattanooga, TN, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 256 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
256 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$622.0M

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 negotiable for accounts over $20,000,000.

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.

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Employment History
Current Registrations
Laffer Tengler Investments, INC.
September 2022 - Present · 3 yrs 7 mos
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.