How does the advisor help clients – Key Takeaways:
MADDEN ASSET MANAGEMENT is a professional financial management firm that helps clients navigate the complexities of managing their assets and reaching their financial goals. With a team of experienced and knowledgeable advisors, MADDEN ASSET MANAGEMENT provides personalized and comprehensive financial services to meet the unique needs of each client.
Facts and Insights
MADDEN ASSET MANAGEMENT has been in business for over 15 years and currently manages over $500 million in assets. The firm has a team of 10 advisors who are dedicated to providing exceptional service to clients. MADDEN ASSET MANAGEMENT is a registered investment advisor and has a fiduciary duty to act in the best interests of their clients.
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
MADDEN ASSET MANAGEMENT offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation to create a comprehensive and customized strategy.
Client Types
MADDEN ASSET MANAGEMENT works with a diverse range of clients including high-net-worth individuals, families, and businesses. The firm believes in building strong, long-term relationships with their clients and tailors their services to meet the unique needs of each client.
Fees & Compensation
MADDEN ASSET MANAGEMENT charges fees based on a percentage of assets under management, offering clients a transparent and fair compensation structure. The firm also has a referral program where current clients can refer friends and family to the firm and receive a discount on their management fees.
Background
MADDEN ASSET MANAGEMENT was founded by John Madden in 2005. With over 25 years of experience in the financial industry, John saw the need for a more personalized and client-focused approach to financial management. Today, John and his team continue to uphold the firm’s core values of integrity, transparency, and trust in all their client interactions.
Financial Advisor Disclosures to Know
As a registered investment advisor, MADDEN ASSET MANAGEMENT is required to disclose any potential conflicts of interest to their clients. The firm is committed to transparent and ethical practices and maintains clear communication with their clients regarding any potential conflicts.