MADE Financial Design offers investment management services where they create and manage a portfolio based on your goals, risk tolerance, and tax considerations. They primarily advise on stocks, bonds, mutual funds, and ETFs. They may also use third-party investment advisors. MADE also offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a project basis or ongoing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
If MADE utilizes an outside manager, the above fee schedule does not include the outside manager's fee, but the combined fee will not exceed 2% of assets under management.