William Madison Advisors provides investment management, investment consultation, and financial planning services to individuals, high net worth individuals, pension and profit sharing plans, trusts, charitable organizations, foundations, corporations, and other business entities. The firm tailors its services to each client's individual needs and goals, and encourages ongoing contact to review and update investment and financial needs.
Assets Under Management$440M
Clients494
Advisors3
Avg. per Client$890K
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Investment management fees may be modified based upon individual circumstances, aggregation of accounts, the complexity of services, the portfolio allocation, additional resources required, or at the discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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