Madson Wealth Advisors offers investment advice and financial planning to individuals and other client types. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning & consulting. The firm creates tailored investment strategies and monitors portfolios regularly. Madson Wealth Advisors acts as a fiduciary, prioritizing client interests and maintaining open communication.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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