Anton Madsen is a CFP-designated registered investment advisor at Stone Steps Financial, LLC, based in Redwood Falls, MN, with 12 years of industry experience. Anton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 138 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Asset-based fees generally range up to 1.5% per annum and are negotiable. The firm has a minimum annual fee of $10,000 for combined services.
Fee Estimator
Contact
Anton Madsen
Location
Redwood Falls, MN
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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 →Other Business Activities
Anton is the Founder and Owner of AdviserCo. Inc. This activity takes about a quarter of his time.
Employment History
Current Registrations
Stone Steps Financial, LLC
Previous Registrations
Xypn Invest
Newleaf Financial Guidance
Ameriprise Financial Services, 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
Additional Information
Are you stressing out about your student loans and balancing pay down strategies with making progress toward future goals (like retirement, owning a home, having a family), all while trying to enjoy life?!
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