| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
210 University Avenue, suite 220, Denver, CO, 80206
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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 →Madison is a committee member for the Gates family's education committee, assisting with planning retreats and educational programs, dedicating a few hours per week. Madison is also a board member for Gates Capital Partners, a private equity investment firm, spending minimal time per month.