Madison Bennett is a CFP-designated registered investment advisor at Financial Consulate, based in Baltimore, MD, with 6 years of industry experience. Madison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. 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% |
Rates shown are for managed portfolios including equity. Income portfolios without equity, separately managed income accounts, and guaranteed withdrawal annuities are charged 0.50% or 0.25% of all assets. Fees are negotiable.
Fee Estimator
Contact
Madison Bennett
Location
Baltimore, MD
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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.
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