Madison Partners is a registered investment advisor that provides customized wealth management solutions for individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm builds diversified investment portfolios primarily using exchange-traded funds and mutual funds, while also accommodating individual stocks, bonds, and alternative investments. Madison Partners offers ongoing investment oversight and financial planning services that cover investment planning, retirement planning, personal savings, education savings, and tax planning. Additionally, the firm assists with estate planning coordination through a partnership with Wealth.com and provides retirement plan advisory services for businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum advisory fee is 1.25% and is negotiable. Total fees may include an additional sub-advisor or model manager fee if a sub-advisor platform is utilized.
