Assets Under Management
$160.0M
Number of Clients
362
Number of Advisors
2
Average Client AUM
$442K
AUM per Advisor
$80.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Madrid Financial Services (MFS), d/b/a Madrid Retirement Advisors (MRA), provides ongoing investment advice and management on assets in client accounts. They offer advice on various investments, tailored to individual client needs and objectives. A minimum account value of $25,000 is generally required, but may be lower in certain instances. Assets are held at LPL Financial.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.40% |
| $750K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.25% |
Fees are not tiered based on AUM. The Adviser reviews and redetermines the applicable Advisory Fee rate approximately every six (6) months based on each client’s current AUM.
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA, 90266