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 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
1502 W Broadway, Suite 301, Madison, WI, 53713
Get directionsHistory
Regulatory History (3)
Regulatory
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.
Exams
More Advisors
- Zachary Kuehl, CFPMadison Partners
- Shane Kieler, CFPMadison Partners
- Eric Lanning, CFPWells Fargo Advisors
- Stephen Smith, ChFCHarbour Investments, INC.
- Leonard Hornung, ChFCPark Avenue Securities LLC
- Lisa Andrews, CFPPerk Planning