Madison Avenue Securities, LLC
Assets Under Management
$2.0B
Number of Clients
14,528
Number of Advisors
227
Average Client AUM
$140K
AUM per Advisor
$9.0M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
MAS offers investment advisory services through licensed IARs, who are typically independent contractors. Services include Fee Plus Transaction Charge, Standard Wrap, Low-Minimum Wrap (legacy), AE Wealth Management, Direct Third-Party Manager, Envestnet, Financial Planning, and Pension Consulting. Fees vary and are negotiable. MAS uses Pershing, LLC for custody of certain accounts.
Fee Structure
MAS offers various programs with different fee structures. The Fee Plus Transaction Charge Program charges a management fee plus transaction charges. The Standard Wrap Program charges a wrap fee based on assets under management. The Low-Minimum Wrap Program (no longer accepting new accounts) also charges a wrap fee. The AE Wealth Management Program charges a wrap fee based on average daily balance. Financial planning services are offered on an hourly or fixed-fee basis. Fees are negotiable and may vary between IARs.
Areas of Practice
Location
13500 Evening Creek Dr. N, #555, San Diego, CA, 92128