Madrid Wealth Management Fees & Minimum

Overview

Headquarters: Albuquerque, NM
Total Firm Assets: $212 million
Average High-Net-Worth Client Portfolio Size: $3.3 million

Fee Disclosure

Source: FORM ADV PART 2A (2026-06-25) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,500,000	1.00%
$2,500,001	$5,000,000	0.80%
$5,000,001	$10,000,000	0.60%
$10,000,001	and above	0.40%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$45,000	0.90%
$10 million	$75,000	0.75%
$50 million	$235,000	0.47%
$100 million	$435,000	0.44%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 86.62%
Number of High-Net-Worth Clients: 55
Total Client Accounts: 428
Discretionary Accounts: 417
Non-Discretionary Accounts: 11

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 333331

FORM ADV PART 2A (2026-06-25) (fee schedule source) · View brochure text

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

Frequently Asked Questions

What fees does Madrid Wealth Management disclose?

Is Madrid Wealth Management a fiduciary?

Where is Madrid Wealth Management located?

How many clients does Madrid Wealth Management have?

What services does Madrid Wealth Management offer?

How much does Madrid Wealth Management manage?

What types of clients does Madrid Wealth Management serve?

Madrid Wealth Management