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. Madison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
620 Mabry Hood Rd, Suite 301, Knoxville, TN, 37932
Get directionsHistory
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 Registrations13 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.
Exams
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