Madison Staples is a registered investment advisor at Stewardwell LLC, based in Presque Isle, ME, with 1 years of industry experience. Madison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.05% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
Fees may be negotiable at the sole discretion of StewardWell. An additional fee of up to 0.25% may apply for financial planning.
Fee Estimator
Location
99 Fort Fairfield Rd Ste 3, Presque Isle, ME, 04769
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 works for Thompson Financial Group providing advisor and insurance services, processing contributions and withdrawals, and general client servicing. This activity takes nearly all of Madison's time.
Employment History
Current Registrations
Stewardwell LLC
Ameritas Advisory Services, LLC
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
More Advisors
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