Overview

Headquarters
Oak Park, IL
Total Firm Assets
$218 million
Average High-Net-Worth Client Portfolio Size
$2.3 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: MADDEN FUNDS MGMT ADV PART 2A (2026-02-25) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.25%
$1,000,001 $2,500,000 0.20%
$2,500,001 $5,000,000 0.17%
$5,000,001 $10,000,000 0.15%
$10,000,001 and above 0.14%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $2,500 0.25%
$5 million $9,875 0.20%
$10 million $17,375 0.17%
$50 million $72,375 0.14%
$100 million $141,125 0.14%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
61.04%
Number of High-Net-Worth Clients
57
Total Client Accounts
472
Discretionary Accounts
472

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
110309

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions