Madison Investment Advisors, LLC
Assets Under Management
$13.3B
Number of Clients
15,949
Number of Advisors
25
Average Client AUM
$837K
AUM per Advisor
$533.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Madison Investments provides active bond and equity strategies, personalized balanced portfolios, and financial planning services. They manage fixed income, balanced, and equity portfolios, and may invest in mutual funds, ETFs, preferred stocks, and other securities. They also offer opportunities to invest in private placements and alternative investments.
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
Location
550 Science Drive, Madison, WI, 53711