Madison Money Management provides investment management services to individuals and irrevocable trusts. The firm purchases various investments, including stocks, exchange-traded funds, bonds, and mutual funds. Investment programs are tailored to each client's financial situation, goals, and risk tolerance. The firm uses fundamental and technical analysis to select investments.
Assets Under Management$10M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.75% |
| $50K - $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable in circumstances such as: (a) where client portfolios include, or are exclusively composed of, fixed-rate type securities or mutual funds or a combination thereof; and (b) not-for-profit organizations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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