Madden Advisory Services offers personalized wealth management services, including financial planning, investment management, and pension consulting. Financial planning covers cash flow, insurance, retirement, investments, education savings, estate, and charitable giving. Investment management includes custom portfolios (F.O.C.U.S. Wealth Management) and online platforms (S.A.I.L. Asset Management). The firm tailors advice to individual client needs and objectives.
Assets Under Management$260M
Clients303
Advisors2
Avg. per Client$850K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees for F.O.C.U.S. Wealth Management are subject to negotiation. S.A.I.L. Asset Management charges 0.50% with a $500 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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