Madrid Retirement Advisors provides investment advisory and financial planning services. They manage client portfolios on a discretionary basis, and may allocate assets to third-party managers. Financial planning is included as part of their advisory services, covering retirement, education, insurance, estate planning, and more. They also offer consulting services to qualified retirement plans.
Assets Under Management$180M
Clients244
Advisors2
Avg. per Client$760K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.40% |
| $750K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.25% |
Fees are negotiable. The advisory fee is not tiered based on a client’s change in portfolio value. The Adviser reviews and redetermines the applicable Advisory Fee rate approximately every six (6) months based on each Client’s current portfolio value based on the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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