Madden Advisory Services, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Madden Advisory Services, Inc. is an independent registered investment advisor based in Jacksonville, Florida, providing wealth management, financial planning, and investment portfolio management. The firm offers two primary investment programs: F.O.C.U.S. Wealth Management, which provides custom portfolio management and individualized financial planning bundled into the advisory fee, and SAIL Asset Management, a lower-cost, automated rebalancing service using model portfolios of exchange-traded funds and mutual funds without customized planning. Additionally, the firm offers standalone financial planning and consulting on an hourly, fixed, or ongoing basis covering topics like cash flow, retirement, tax implications, estate considerations, and education funding. The firm serves individuals, trusts, estates, charitable organizations, and corporate entities, managing assets on a discretionary basis while acting in the client's best interest as a fiduciary.

Assets Under Management$290M
Clients335
Advisors2
Avg. per Client$870K
Avg. per Advisor$150M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $750K1.50%
$750K - $1.0M1.25%
$1M+1.00%

Schedule reflects the F.O.C.U.S. Wealth Management custom program. The firm also offers the SAIL model portfolio program at a flat 0.50% annual fee with a $500 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

2 Advisors at this firm