MB
CFA
MB
CFA

Maya K Bittar

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
15,949 clients
Average Client Portfolio
$837K average
Assets Under Management
$13.3B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$6,000
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Location

550 Science Drive, Madison, WI, 53711

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Madison Investment Advisors, LLC
September 2018 - Present · 7 yrs 5 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Maya K Bittar - Financial Advisor | TrueAdvisor