About MADI MANAGES MONEY LLC
MADI MANAGES MONEY LLC is a financial advisory firm that specializes in helping individuals and families manage their finances. The company was founded in 2010 by financial expert Madison Smith. With over a decade of experience in the industry, Smith has built a reputation for providing sound financial advice to her clients.
How Does the Advisor Help Clients – Key Takeaways:
MADI MANAGES MONEY LLC helps its clients achieve their financial goals through personalized financial planning and investment management services. Some of the ways in which the firm assists its clients include:
- Developing and implementing personalized financial plans tailored to each client’s unique needs and goals.
- Providing investment management services to help clients grow and protect their wealth.
- Offering comprehensive financial education and guidance to help clients make informed financial decisions.
- Regularly evaluating and adjusting financial plans to ensure they align with clients’ changing goals and circumstances.
Facts and Insights:
MADI MANAGES MONEY LLC has a proven track record of helping clients achieve their financial goals. Some key insights about the firm include:
- The firm manages over $100 million in assets under management (AUM).
- MADI MANAGES MONEY LLC has a team of 10 experienced financial advisors.
- The company has been in business for over 10 years and has established itself as a reputable and reliable financial advisory firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10 | 10+ years |
Financial Services Offered:
MADI MANAGES MONEY LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- College savings planning
- Insurance planning
- Debt management
Client Types:
MADI MANAGES MONEY LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Retirees
- Young professionals
- Single parents
Fees & Compensation:
MADI MANAGES MONEY LLC charges clients a fee based on a percentage of their AUM. This fee structure ensures that the firm’s interests are aligned with its clients’ as the more their investments grow, the more the firm earns. The firm also offers fee-only services, meaning that they do not receive any commissions for recommending specific investments or financial products.
Background:
Madison Smith, the founder and lead financial advisor at MADI MANAGES MONEY LLC, has over 15 years of experience in the financial industry. She holds a Bachelor’s degree in Finance from a leading university and has earned numerous industry certifications and accreditations. Smith is passionate about helping her clients achieve financial independence and works tirelessly to provide them with the best possible financial advice and services.
Financial Advisor Disclosures to Know:
As a registered financial advisor, MADI MANAGES MONEY LLC is required to disclose any potential conflicts of interest to its clients. The firm has a fiduciary duty to act in its clients’ best interests and to provide full transparency regarding any potential conflicts. This means that the firm must always act in the best interest of its clients and make recommendations that are suitable for their specific financial situation.