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Madison Partners

Updated today

Total assets under management

$1,303,110,029

Total clients

2,042

18% high-net worth

Total advisors

17

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Madison Partners

1502 W Broadway, Suite 301

Madison WI 53713, United States

Number of offices

7

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