Madison Avenue Securities provides a wide array of investment advisory programs and financial services through independent investment adviser representatives. The firm sponsors multiple wrap fee programs and fee-plus-transaction programs where portfolios are managed on either a discretionary or non-discretionary basis. In addition to internal model portfolios, Madison Avenue Securities offers access to third-party investment managers, sub-advisers like AE Wealth Management and Envestnet, and pension consulting. Clients can also receive financial planning and consulting services covering retirement, tax planning, estate planning, and education funding. Representatives of the firm may hold dual registrations as registered representatives of a broker-dealer or as insurance agents, allowing them to offer securities and insurance products outside the advisory relationship.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.