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.

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.

Fee Schedule for Asset Management

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

Greater Than or Equal To	Less Than	Maximum Annual Fee

--	$100,000	1.5%
$100,000	$500,000	1.00%
$500,000	$1,000,000	0.75%
$1,000,000	$3,000,000	0.5%
$3,000,000	$5,000,000	0.4%
$5,000,000	$10,000,000	0.35%
$10,000,000	$25,000,000	0.3%
$25,000,000	--	0.25%

Client may incur transaction charges for trades executed by their qualified custodian.
These transaction fees are separate from MWA’s advisory fees.
MWA does not receive any portion of the fees charged by the Custodian.

Client may also pay holdings charges imposed by the Custodian for certain investments, charges imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be disclosed in the fund’s prospectus (e.g., fund management fees), distribution fees, surrender charges, variable annuity fees, IRA and qualified retirement plan fees, mark-ups and mark-downs, spreads paid to market makers, fees for trades executed away from Client’s Custodian, wire transfer fees, and other fees and taxes on brokerage accounts and securities transactions.

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.

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