David Roasa is a registered investment advisor at Madison Partners, based in Madison, WI, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,077 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Partners charges an annual fee based on a percentage of your portfolio. This fee includes both Madison Partners' advisory fee (which is negotiable up to a maximum of 1.25%) and a separate, non-negotiable fee for the sub-adviser's strategy or model, if one is used. The total fee will be shown as two separate line items on your custodian statement. Fees are negotiable based on factors like complexity, financial planning services, asset level, and overall relationship with the firm.
Location
1502 W Broadway, Suite 301, Madison, WI, 53713
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Regulatory History (4)
Financial
September 2016Regulatory
February 2015Regulatory
August 2013Regulatory
August 2013Employment History
Current Registrations
Madison Partners
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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.