Madison Clement
Advisor at Carrera Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Carrera Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MI 48084-5611
Credentials
Series 66
Industry experience
3 years
Madison Clement is a financial advisor at Carrera Capital Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and PNC. Madison also holds a real estate license that is currently on hold and not active for transactions. Carrera Capital Advisors serves individuals, retirement plans, foundations, and institutions, offering financial planning, portfolio management, and consulting. The firm uses a combination of macroeconomic, fundamental, and behavioral analysis with proprietary quantitative and machine-learning tools to build diversified, tax-aware portfolios tailored to client objectives.
Based on Carrera Capital Advisors
Based on Carrera Capital Advisors
Financial planning fees on a flat-fee basis typically ranging from $1,000 to $25,000 per engagement; termination fee equal to one-half the agreed upon planning fee if terminated early.
$0 - $500,000: 1.40% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001 - $20,000,000: 0.40% annually $20,000,001 - $50,000,000: 0.20% annually $50,000,001+: Negotiable
Certain representatives receive commissions for sales of fixed insurance products only.
Fee-only: Financial planning fees generally range from $1,000 to $25,000 per engagement, flat fee basis, negotiable. Fixed fee or 0.1%-0.6% AUM for retirement plan clients.
901 Wilshire Drive, Suite 565
Troy, MI 48084-5611
Michigan
Carrera Capital Advisors
2025 - Present (1 year)
Morgan Stanley Smith Barney LLC
2022 - 2024 (2 years)
Pnc
2020 - 2022 (2 years)
Michigan Health Endowment Fund
2019 - 2019 (1 year)
DeRoy & Devereux
2018 - 2018 (1 year)
Unemployed/Student
2012 - 2020 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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