Alex Madlener
Alex Madlener is a CFP-designated registered investment advisor at Dick Hutchinson Registered Investment Advisor, based in North Haven, CT, with 16 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 24 clients with $49M 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 | 0.40% |
Annual fee is 0.40% of assets under management with a $2,500 minimum annual fee. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
36 State Street, Suite 2, North Haven, CT, 06473
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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
Alex is licensed as an independent insurance agent, but devotes minimal time to this activity as it is ancillary to his primary business.
Employment History
Current Registrations
Dick Hutchinson Registered Investment Advisor
Open Circle Wealth Partners
State Registrations1 state
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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