Our Approach

Focused on Finding Answers

At Madson Wealth Advisors, we put a strong emphasis on client education. We want you to understand your investment choices, and encourage you to ask us any questions you have about investing and the planning process. In addition to our extensive experience, we offer comprehensive reach. With clients in over 20 states, we have the flexibility and capability to assist clients near and far, providing a higher level of support.

Client Centered

Sized to Serve You Better

At Madson Wealth Advisors, we keep a smaller client base to offer more personalized service. We recognize that each person’s journey is unique, so our approach is tailored to your individual circumstances. This means we take the time to know your family and your personal priorities. Plus, we value client interaction and offer lots of flexibility, welcoming you to stop by our office, meet offsite, or do a virtual meeting. We want to forge a collaborative, ongoing partnership focused on your long-term financial well-being.

PPS Select and PPS Custom Breakpoint Fee Schedule

As part of our fiduciary duty to our clients, we believe in being fully transparent about our fees.


Greater Than or Equal ToLess ThanMaximum Annual Fee
--$100,0001.25%
$100,000$250,0001.05%
$250,000$500,0000.92%
$500,000$1,000,0000.75%
$1,000,000$3,000,0000.5%
$3,000,000$5,000,0000.4%
$5,000,000$10,000,0000.35%
$10,000,000$25,000,0000.3%
$25,000,000--0.25%

PPS Account Clients will pay a total annual fee consisting of a management fee plus a program fee (for PPS Select) or platform fees (for PPS Custom.) Administrative charges, and miscellaneous account fees and charges may also apply, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth's ADV Part 2A Brochure.

Client Centered

Make Smart Moves 

Let Madson Wealth Advisors give you the service and support you need so that you can get the most out of your money. Click below to schedule a free introductory call.