Madison Asset Management

View SEC Summary

Assets Under Management

$5.2B

Number of Clients

Number of Advisors

Average Client AUM

$117.7M

AUM per Advisor

$2.6B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Madison Investments provides active bond management, risk-managed equity management, asset allocation strategies, and equity option strategies. They manage fixed income, balanced, and equity portfolios through Madison Funds and Ultra Series Fund. Customized portfolios are available for institutional accounts. Their investment philosophy is "Participate and Protect®".

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $5.0M	0.50%
$5M+	0.40%

Fixed Income Accounts (including Reinhart)

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Areas of Practice

Investment ManagementRetirement Planning

Location

550 Science Drive, Madison, WI, 53711