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Madison Broyles

11 Years of Experience
Plano, TX

Madison Broyles is a registered investment advisor at Astra Wealth Management Group, based in Plano, TX, with 11 years of industry experience. Madison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 964 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
964 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management

Astra Wealth Management's fees for managing your investments are based on the value of your portfolio and are charged quarterly. The annual fee will not exceed 1.50% of your portfolio's value. The exact fee depends on the complexity of your situation and the amount of assets managed. Fees may be negotiable.

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Location

5700 Granite Parkway, Suite 330, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Astra Wealth Management Group
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2020 - November 2023 · 3 yrs 9 mos
Americana Partners, LLC
January 2020 - December 2023 · 3 yrs 11 mos
AXA Advisors, LLC
September 2019 - January 2020 · 4 mos
AXA Advisors, LLCBroker
January 2019 - January 2020 · 1 yr
Kestra Investment Services, LLCBroker
May 2015 - April 2018 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - April 2015 · 1 yr
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Madison Broyles - Financial Advisor | TrueAdvisor