Madden Funds Management (MFM) offers financial planning through consultations and written plans, which may be specific or modular. MFM also provides investment supervisory services, offering customized investment programs based on individual client goals. MFM does not have direct access to client funds, as a qualified custodian maintains custody of all funds and securities.
Assets Under Management$220M
Clients167
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable. Cash and margin balances are included when calculating the fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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