Madison Holbrook
Madison Holbrook is a CFP-designated registered investment advisor at LPL Financial LLC, based in Knoxville, TN, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
620 Mabry Hood Rd, Suite 301, Knoxville, TN, 37932
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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 →Other Business ActivitiesSells Insurance
Madison operates Visionary Horizon as a DBA for her LPL business and is also associated with Visionary Horizon Wealth Management Group, Visionary Horizons, Inc, and Visionary Horizons Wealth Management LLC as a registered investment advisor. Madison also engages in real estate rental and sells non-variable insurance, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
Visionary Horizons, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Tennessee Valley Asset Management Partners, LLC
LPL Financial LLCBroker
Mwa Financial Services INC.Broker
State Registrations9 states
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