Madison Clement is a registered investment advisor at Carrera Capital Advisors, based in Troy, MI, with 3 years of industry experience. Madison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 953 clients with $650M 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 $500K | 1.40% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.20% |
| $50M+ | 0.20% |
Fees are negotiable for accounts over $50,000,000. Investment management fees related to fixed annuities are charged at a fixed annual rate of 0.25%-1.4%. 529-plan accounts are charged an advisory fee based on their cumulative assets under management at a fixed annual rate of 0.25-1.0%.
Fee Estimator
Location
901 Wilshire Drive, Suite 565, Troy, MI, 48084-5611
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2024Other Business Activities
Madison holds a real estate license with a holding company since 2017, but the license is currently on hold, preventing her from participating in real estate transactions. She dedicates minimal time to this activity and receives no compensation.
Employment History
Current Registrations
Carrera Capital Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.