Madi Manages Money LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Madi Manages Money LLC is a fee-only investment adviser offering One-Time Financial Plans and Ongoing Financial Planning. The firm provides tailored services to meet individual client needs, including business planning, cash flow management, college savings, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. MMM does not manage client assets.
Fee Structure
Madi Manages Money LLC offers financial planning services for a fee. A One-Time Financial Plan ranges from $2,000 to $10,000 per engagement, depending on complexity and client needs. Ongoing Financial Planning is offered for a recurring fixed fee, ranging from $100 to $500 monthly or $300 to $1,500 quarterly, also based on client needs and complexity. Educational seminars range from $0 to $10,000 per seminar.
Areas of Practice
Location
PA, United States