Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are based on a percentage of assets under management, up to 1.00% annually. A minimum quarterly fee of $1,500 may apply. Financial planning fees are fixed, ranging from $500 to $5,000, depending on the service, complexity, and experience of the individuals performing the service. Financial planning fees may be waived when provided in conjunction with investment management services.
Areas of Practice
Advisor Information
Office location
550 Science Drive, Madison, WI, 53711
Get directionsRegulatory 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.
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Jeffrey is employed by Madison Investment Holdings, Inc. and provides services to affiliated investment advisory firms. This activity takes nearly full-time hours.