David Madden is a registered investment advisor at Resilient Financial Solutions, based in Lebanon, TN, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4 clients with $800K 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Lebanon, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is a Senior Program Manager at a defense subcontractor, taking up approximately 80% of his time. He is also the Founder and CEO of Truly Found LLC, an online reseller of collectibles and toys, dedicating a few hours per week to this venture.
Employment History
Current Registrations
Resilient Financial Solutions
State Registrations2 states
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