Registered Investment Advisor
Madden Advisory Services, Inc. is an independent, fee-based firm, specializing in comprehensive personal financial planning and asset management. Being independent means that we have no quotas to fill, no "preferred" investments, and no financial incentives to favor one product or service over another. When an investment is considered suitable for a client's needs, we can bring it to the table. We have been in the financial services field for over 30 years. Our highly trained staff strive to provide world-class service to our clientele.
Our services are tailored to client's needs on an individual basis. We do not believe in "cookie-cutter" solutions to unique client situations. We offer varying levels of service to respond to our clients' needs. From relatively uncomplicated single-issue planning to the most comprehensive personal financial plan, we are equipped to respond to your situation. Financial planning services are performed on a fee-for-service basis.
Most of our clients keep their accounts under our management. None of our clients' money or securities are held at the firm. Rather, we employ third-party custodians to handle the assets and trading duties. Clients may access their accounts from the Internet. Our asset management services are available on a fee (rather than commission) basis. Fees are based on account balances, and carry declining rates as account size increases. We believe that this best serves the needs of the clients, as well as the planning professionals. Charging fees, rather than commissions, allows us to remain objective and unbiased.
Your success and ours are congruent, whereas the traditional commission-based advisory business leaves open the possibility of conflicts of interest. For more information, please contact us via the phone, fax, or internet.