Madison Partners provides wealth management solutions through personal contact, investment management, and financial planning. They work with clients to identify goals, risk tolerance, and financial situations to design a portfolio strategy using exchange-traded funds, mutual funds, and other investments. Madison Partners may recommend sub-advisers to manage portions of client portfolios. Financial planning services are included in the wealth management engagement, covering investment, retirement, tax, and education planning.
Fee Structure
Madison Partners charges an annual fee based on a percentage of your portfolio. This fee includes both Madison Partners' advisory fee (which is negotiable up to a maximum of 1.25%) and a separate, non-negotiable fee for the sub-adviser's strategy or model, if one is used. The total fee will be shown as two separate line items on your custodian statement. Fees are negotiable based on factors like complexity, financial planning services, asset level, and overall relationship with the firm.
