Madison Asset Advisors offers personalized investment advice and portfolio management. They work with clients to understand their financial goals, risk tolerance, and investment objectives. They primarily manage investments using low-cost mutual funds and exchange-traded funds, but may also use individual securities. They also offer financial planning services, ranging from comprehensive plans to single-subject consultations. Clients are not obligated to implement the financial plan through Madison Asset Advisors.
Assets Under Management$1.6M
Clients18
Advisors1
Avg. per Client$91K
Avg. per Advisor$1.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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