John Cleary is a registered investment advisor at Madison Partners, based in Orinda, CA, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,077 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Partners charges an annual fee based on a percentage of your portfolio. This fee includes both Madison Partners' advisory fee (which is negotiable up to a maximum of 1.25%) and a separate, non-negotiable fee for the sub-adviser's strategy or model, if one is used. The total fee will be shown as two separate line items on your custodian statement. Fees are negotiable based on factors like complexity, financial planning services, asset level, and overall relationship with the firm.
Location
Orinda, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John operates under the DBA BMO Investment Services for his LPL business since May 2023. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
Madison Partners
Previous Registrations
The Wealthgarden F.S. LLC
LPL Financial LLCBroker
LPL Financial LLC
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lewis Asset Management
Cambridge Investment Research, INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Brown & Company Securities CorporationBroker
Painewebber IncorporatedBroker
New England SecuritiesBroker
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.