Madison Global Advisors (MGA) offers financial planning and portfolio management services to individuals and businesses. MGA helps clients understand their financial situation and set financial goals, covering areas like cash flow, college planning, retirement, and debt management. For portfolio management, MGA works with clients to understand their financial goals and risk tolerance before recommending investment strategies using stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$80M
Clients178
Advisors8
Avg. per Client$450K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The fee charged by MGA is 2% or less annually for advisory clients. We consider account size, investment objectives, and services required in determining our fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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