Madison Investments provides investment management and financial planning services. They manage fixed income, balanced, and equity portfolios, and may invest in mutual funds, exchange-traded funds, preferred stocks, and other securities. Madison also offers financial planning services focused on a client’s overall financial situation. They may delegate management to unaffiliated subadvisers with specific expertise. Madison's investment philosophy is "Participate and Protect®", aiming for consistent returns while limiting risk.
Fee Structure
Madison Investments' advisory fee is a percentage of the assets they manage for you, up to 1.00% per year. The specific fee will vary based on the services provided, the size of your account, and other factors. Madison may charge a minimum quarterly fee of $1,500, depending on the size of the account and the services provided.