How does the advisor help clients – Key Takeaways:
FRANKLIN MADISON ADVISORS serves as a trusted financial expert for clients, providing personalized advice and guidance to help them achieve their financial goals. The firm offers a wide range of financial services and works with various client types, all while upholding a high standard of transparency and professionalism.
Facts and Insights
FRANKLIN MADISON ADVISORS has been in business for over 15 years and has a team of highly experienced financial advisors. The firm manages over $500 million in assets, providing a strong foundation for their clients’ financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning and preparation
Client Types
- Individuals
- Families
- Small business owners
- Retirees
- High net worth individuals
Fees & Compensation
FRANKLIN MADISON ADVISORS operates on a fee-based structure. This means that the firm charges clients a percentage of their assets under management as compensation for their services. This ensures that the advisor’s interests are aligned with those of the client, as the more the client’s assets grow, the more the advisor is compensated.
Background
FRANKLIN MADISON ADVISORS was founded with the goal of providing comprehensive and personalized financial guidance to clients. Over the years, the firm has built a strong reputation for their expertise, professionalism, and commitment to their clients’ success.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, FRANKLIN MADISON ADVISORS is legally bound to act in the best interest of their clients. The firm is also required to disclose any potential conflicts of interest and fully disclose their fees and compensation structure. This transparency ensures that clients can trust the advice and services provided by the firm.