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  • Ph: 888.627.7323 | Fax: 858.207.1789

Advisory Solutions

Madison Avenue Financial Advisors enjoy the flexibility of having access to four different fee based channels:  

Wrap Programs:

Wrap Programs give you the ability to offer your clients a simplified approach to your fee based business.  Inside our wrap programs, customers pay one set quarterly fee.  Madison offers two separate wrap programs with two separate account minimums.  Our "Standard Wrap Program" allows your clients to gain access with an account minimum of just $15,000.  Assets in these programs can be managed on a discretionary or non-discretionary basis. 

Non-Wrap Program:

The non-wrap program allows your clients to have access to your fee based services by paying a lower quarterly fee, plus transaction charges on any purchase, sell, or exchange orders within the account. 

Third Party Managed Programs:

Through our vast array of third party managed programs, your clients can gain access to world class money managers, while you focus on growing your business and building client relationships.  These programs include platforms such as Envestnet and Lockwood, as well as multiple managers approved for direct use, including Morningstar, SEI, Assetmark, and many more.  Click Here   for a preview of what we offer in these programs.

Financial Planning and Consulting Services Programs:

For advisors that prefer to charge a fee for advisory services, Madison offers Financial Planning and Consulting Services Programs.  Through these programs, you are able to earn a fee for hourly financial consulting, fixed fee services (such as, preparing a one-time financial plan), preparation of annual financial plans, or other services.