Anthony Madonia is a registered investment advisor at Financial Transparency, based in Des Plaines, IL, with 9 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 233 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Transparency offers three investment management programs with fees that are negotiated with your advisor, but will not exceed the following:
- Let's Get Started: Not to exceed 1.00% of your portfolio per year.
- Managed Investment Portfolios: Not to exceed 1.75% of your portfolio per year. Minimum investment of $25,000.
- Customized Managed Accounts: Not to exceed 2.15% of your portfolio per year. Minimum investment of $150,000.
Location
2700 S. River Road, Suite 115, Des Plaines, IL, 60018
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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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Anthony owns 37.5% of Downtown Family Office Services, LLC and Downtown Business Advisors, LLC, both advising clients on small business matters, dedicating about 10-20% of his time to each. He is also President/Owner of Anthony J. Madonia & Assoc., Ltd., a law firm, and provides trustee services, dedicating about a quarter of his time to the law firm and minimal time to trustee services.
Employment History
Current Registrations
Financial Transparency
Previous Registrations
Trustee Empowerment & Protection, INC.
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.