Madrid Wealth Management offers comprehensive wealth management, investment management, financial planning, and retirement plan consulting. The firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and outside managers, with options including third-party platforms like Blackrock and Betterment. Financial planning covers areas such as business consulting, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Services are tailored to individual client goals, risk tolerance, and tax considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Minimum annual fee of $10,000 applies unless using Betterment. Betterment adds a 0.15% fee. New Mexico clients are subject to a gross receipts tax passed through on advisory fees.