Joshua Madden is a registered investment advisor at Lansdowne Wealth Management, LLC, based in Mystic, CT, with 4 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 427 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lansdowne Wealth Management offers investment management services. The annual fee is a percentage of the total value of your portfolio. For one type of account, the fees are:
- First $500,000 — 1.25% per year
- Next $500,000 — 1.15% per year
- Next $1,500,000 — 1.00% per year
- Next $2,500,000 — 0.50% per year
- Above $5,000,000 — Negotiable
For another type of account, the fees are:
- First $500,000 — 1.25% per year (minimum $2,500)
- Next $500,000 — 1.00% per year
- Next $1,500,000 — 0.80% per year
- Next $2,500,000 — 0.70% per year
- Above $5,000,000 — Fixed $25,000 flat fee
Location
34 Water Street, Unit 2A, Mystic, CT, 06355
Get directionsHistory
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 →Other Business Activities
Joshua is an Investment Adviser Representative at Dunhill Financial and an Appointed Representative of Blacktower Financial Management. He is also a Committee Member of the Adur Ukraine Support Association, dedicating minimal time outside trading hours to support the local Ukrainian community.
Employment History
Current Registrations
Lansdowne Wealth Management, LLC
Dunhill Financial
State Registrations3 states
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.