Madison Partners

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Total assets under management

$1,303,110,029

Total clients

2,042

18% high-net worth

Total advisors

of 17 employees

Firm size

Multi Team

Average clients per advisor

120

Average account size

$638,154

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Estate planning fees: Will - $1,000; Revocable Living Trust - $2,500; Optional Mobile Notary Service - $300 (fees negotiable)

Percentage

$0+: Maximum 1.25% annually, negotiable $0+: Additional sub-adviser strategy/model manager fees (variable, non-negotiable)

Disclosures

Main office location

Madison Partners

1502 W Broadway, Suite 301

Madison WI 53713, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 608-210-1021

Advisors at this firm

Shane K

CFP®, Series 66

Madison, WI

Madison Partners

Mary M

Series 63, Series 65

Sturgeon, WI

Madison Partners

Shelley M

Series 63, Series 66

Waunakee, WI

Madison Partners

David R

Series 63, Series 66

Madison, WI

Madison Partners

Laura N

Series 63, Series 65

Shenandoah, TX

Madison Partners

Carsen S

Series 65

Waunakee, WI

Madison Partners

George C

Series 66

Brodhead, WI

Madison Partners

Cole M

Series 66

Madison, WI

Madison Partners

Kai S

Series 65, Series 66

Tampa, FL

Madison Partners

John C

CFP®, Series 63, Series 65

Madison, WI

Madison Partners

John C

Series 63, Series 66

Orinda, CA

Madison Partners

Richard P

Series 63, Series 66

Madison, WI

Madison Partners

Coty H

CFP®, Series 66

Waunakee, WI

Madison Partners

Thomas D

CFP®, Series 63, Series 65, Series 66

Lakespur, CO

Madison Partners

Suzanne S

Series 63, Series 66

Madison, WI

Madison Partners

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