Madison Bennett is a CFP-designated registered investment advisor at Financial Consulate, based in Hunt Valley, MD, with 5 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, Tax Planning. Their firm serves 849 clients with $1.1B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Some accounts may be billed at a different rate based on other factors. Fees are negotiable on a client-to-client basis. The firm also retains discretion to modify the fee structure in writing to the client.
Fee Estimator
Contact
Madison Bennett
Location
11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031
Get directionsHistory
Regulatory History (1)
Criminal
July 2023Employment History
Current Registrations
Financial Consulate
State Registrations2 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
Additional Information
I am an advisor with the Financial Consulate. I have been with the firm for 2 years. I gradutated from Towson University with a Bachelor's Degree in Business Administration with a Concentration in Finance. I am originally from St. Mary's County, MD but currently reside in Baltimore City, MD. I am continuing to learn and sharpen my Financial Planning knowledge, while working towards specializing in a niche.