Madison Advisory Services offers personalized investment management, financial planning, and consulting services for individuals, families, and retirement plans. The firm builds customized investment portfolios using mutual funds, exchange-traded funds, and model portfolios, and can also help clients select and monitor third-party investment managers. Madison Advisory Services tailors its strategies to each client's specific financial situation, risk tolerance, and time horizon through regular reviews and portfolio monitoring. In addition to investment management, the firm provides comprehensive guidance covering retirement, tax, estate, and college planning. Clients can also receive non-advisory services, such as insurance products or commission-based securities, through affiliated representatives, though clients are never obligated to use these services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $3.0M | 1.30% |
| $3M+ | 1.25% |
Fees are negotiable based on client needs and account complexity. Average daily balance is used to determine market value.