David Madison is a registered investment advisor at Estate & Trust Advisors, based in Northbrook, IL, with 12 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Minimum annual fee is $3,750. Fees are negotiable. ETA also provides investment consulting and asset management services to self-directed 401(k) plan participants and/or beneficiaries of plans administered by John Hancock. The fee for this service is based on 1.00% of the underlying assets in the account.
Fee Estimator
Location
707 Skokie Blvd, Suite 300, Northbrook, IL, 60062
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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 →Employment History
Current Registrations
Estate & Trust Advisors
Previous Registrations
Estate & Trust Advisors
State Registrations1 state
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