ME
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
15,949 clients
Average Client Portfolio
$837K average
Assets Under Management
$13.3B
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$1,500
Financial Plan Fee:$500 - $5,000
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
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information
Office location
550 Science Drive, Madison, WI, 53711
Get directionsRegulatory History (1)
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Employment Separation After Allegations
April 2014Other Business Activities
Mindi works as a kickboxing instructor at Hybrid Fitness, LLC, dedicating minimal time to this role. She also works nearly full-time for affiliated investment advisory firms, providing services to them.
Employment History
Current Registrations
Madison Investment Advisors, LLC
May 2024 - Present · 1 yr 8 mos
Mfd Distributor, LLCBroker
May 2014 - Present · 11 yrs 8 mos
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
August 2012 - May 2014 · 1 yr 9 mos
M&i Financial Advisors, INCBroker
April 2012 - August 2012 · 4 mos
Lincoln Financial Advisors CorporationBroker
June 2006 - March 2012 · 5 yrs 9 mos
M&i Brokerage Services, INC.Broker
February 2005 - June 2006 · 1 yr 4 mos
Lincoln Financial Advisors CorporationBroker
July 2002 - February 2005 · 2 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
July 2002 - February 2005 · 2 yrs 7 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.