Madison Advisory Services provides customized investment advisory services, including investment management, analysis and monitoring of third-party managed programs, and financial planning. They gather client financial information to tailor services to individual needs. Non-pension accounts are offered through SEI, while pension accounts are offered through Aspire, Newport Group, and American Funds. They may recommend unaffiliated independent investment managers.
Assets Under Management$430M
Clients1,012
Advisors10
Avg. per Client$420K
Avg. per Advisor$43M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $3.0M | 1.30% |
| $3M+ | 1.25% |
Fees are negotiable depending on the client's needs and the complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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