Patrick Ryan is a registered investment advisor at Madison Asset Management, based in Madison, WI, with 17 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.40% |
These rates apply to Fixed Income Accounts (including Reinhart). Equity and Balanced Accounts: 0.80% annually on the first $15 million, 0.60% annually on the balance. International Equity Accounts: 0.75% annually on the first $50 million, 0.50% annually on the next $100 million, 0.40% annually on the balance. Fees may be subject to negotiation.
Fee Estimator
Location
550 Science Drive, Madison, WI, 53711
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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.
Learn about disclosures →Employment History
Current Registrations
Madison Asset Management
Previous Registrations
Members Capital Advisors, INC.
State Registrations1 state
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