Andrew Madlener is a CFP-designated registered investment advisor at Open Circle Wealth Partners, based in North Haven, CT, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 19 clients with $31M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable in certain circumstances. Individual accounts for immediate family members are aggregated, and the fee is charged based on the total value of all family members’ accounts.
Fee Estimator
Location
36 State Street, Suite 2, North Haven, CT, 06473
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Open Circle Wealth Partners
State Registrations1 state
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