Daniel Machado is a registered investment advisor at Madison Partners, based in Miami, FL, with 18 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,077 clients with $1.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
40 advisors
Number of Clients
2,077 clients
Average Client Portfolio
$627K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum advisory fee is 1.25% and is negotiable. Total fees may include an additional sub-advisor or model manager fee if a sub-advisor platform is utilized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Miami, FL
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
May 2026Customer Dispute
September 2008Settled
Employment History
Current Registrations
Madison Partners
September 2026 - Present · 1 mo
Previous Registrations
J.P. Morgan Securities LLC
July 2013 - May 2026 · 12 yrs 10 mos
J.P. Morgan Securities LLCBroker
July 2013 - May 2026 · 12 yrs 10 mos
H.D. Vest Advisory Services, INC
July 2013 - July 2013 · 0 mos
H.D. Vest Investment ServicesBroker
May 2013 - July 2013 · 2 mos
TD Ameritrade, INC.
June 2006 - June 2011 · 5 yrs
Amerivest Investment Management, LLC
June 2006 - June 2011 · 5 yrs
TD Ameritrade, INC.Broker
June 2006 - June 2011 · 5 yrs
Morgan Stanley
October 2005 - June 2006 · 8 mos
Morgan Stanley Dw INC.Broker
September 2005 - June 2006 · 9 mos
State Registrations1 state
FL
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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