Madison Whiteside is a registered investment advisor at The Clarus Group, based in Houston, TX, with 1 years of industry experience. Madison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 613 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
The Clarus Group's investment advisory fees range from 0.50% to 1.50% annually, based on the complexity of services, level of assets, and overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The total blended fee, including The Clarus Group’s fee and any independent manager’s fee, will not exceed 2.50% annually.
Location
520 Post Oak Blvd., Suite 750, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Clarus Group
State Registrations1 state
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