Madison
Donovan
Mutual Advisors, LLC
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About this Advisor
Madison Donovan is a financial advisor who works out of San Jose, California. Donovan is currently employed by Mutual Advisors, LLC. Over the course of their career, they have held roles at Mars Hill Coffeehouse, Little Leaps And Bounds, The Jumping Tree, N/A, The Gardner School, Stagg Fiduciary Services, LLC, Marine Coast Financial, Mutual Advisors, LLC Dba Context Wealth, Flower Flour, Elite Tutoring and San Benito High School. Donovan maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in California. Mutual Advisors, LLC is a financial advisory company that has its headquarters in Casper, WY. The company has offices in 71 locations and a total of 262 employees. It oversees $5 billion in assets under management between its 20,842 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 20,842 accounts, 16% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees depend on the services. Fees charged by Mutual Advisors, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Madison Donovan Work History
Madison has been registered as a financial advisor for 0 years.*
Elite Tutoring
Mutual Advisors, LLC Dba Context Wealth
Flower Flour
Marine Coast Financial
N/A
Stagg Fiduciary Services, LLC
The Gardner School
Little Leaps And Bounds
The Jumping Tree
N/A
Mars Hill Coffeehouse
San Benito High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Madison Donovan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Advisors, LLC
San Jose, CA
Vancouver, WA
Cincinnati, OH
Hartford, CT
Morristown, NJ
Camarillo, CA
San Antonio, TX
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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