William Madison Advisors is a registered investment advisor based in Abilene, Texas, providing investment management, investment consultation, and personal financial planning. Founded in 1997 and operating under its current name since 2018, William Madison Advisors manages approximately $498 million in client assets. The firm crafts customized investment portfolios utilizing a mix of stocks, bonds, mutual funds, exchange-traded funds, and other traditional vehicles, anchored by a written Investment Policy Statement. Personal financial planning services cover cash flow management, risk management, retirement preparation, education funding, and estate planning. William Madison Advisors emphasizes a long-term approach, typically utilizing a five-to-seven-year investment horizon. The firm is co-located with an affiliated public accounting firm, Carter & Beard, P.C., allowing clients to coordinate tax services under a separate agreement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The standard annual fee is 0.95% of the portfolio value, payable quarterly in advance. Fees may be negotiated or modified based on individual circumstances, aggregation of accounts, complexity, or portfolio allocation.