Paul Madrid is a CFA, CFP-designated registered investment advisor at Madrid Wealth Management, based in Albuquerque, NM, with 15 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 128 clients with $210M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
A minimum annual fee of $10,000 will apply but is waived if using MWM’s investment management through Betterment. Betterment charges an additional fee of 0.15%. Fee schedules may be negotiated up or down depending on the complexity of accounts, the inclusion of other services, and the amount service time the client desires. Similarly, a flat fee or custom fee schedule can be negotiated based on client needs.
Fee Estimator
Contact
Paul Madrid
Location
9400 Holly Ave Ne, Bldg 4, Albuquerque, NM, 87122
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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
Madrid Wealth Management
Previous Registrations
Redw Stanley Wealth Advisors, LLC
Redw Wealth LLC
State Registrations4 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
Additional Information
Paul has been active in the community. Paul is a lifetime member of Leadership New Mexico and a graduate of the Leadership New Mexico Core Class of 2019. He is also a graduate of the Greater Albuquerque Chamber of Commerce’s Leadership Albuquerque Class of 2016. He has served as Board Chair for UNM's Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, Paul contributes to the Greater Albuquerque Chamber of Commerce as a board member and Chair of the Education Committee. He also serves on the board of Excellent Schools New Mexico and is an investment subcommittee member for the Presbyterian Healthcare Services board.