George Carpenter is a registered investment advisor at Madison Partners, based in Madison, WI, with 13 years of industry experience. George 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
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.
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George owns and operates GCIII LLC as a pass-through company for tax purposes. He devotes minimal time to this activity.
Employment History
Current Registrations
Madison Partners
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 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.