David
Madison
Estate & Trust Advisors
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About this Advisor
David Madison is a financial advisor operating out of Winnetka, Illinois with a total of 9 years of relevant experience. Madison is an advisor for Estate & Trust Advisors. Madison has gained experience at Estate & Trust Advisors, Inc and Bmo Harris Bank. Madison holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Illinois. Estate & Trust Advisors is a registered investment business based in Northbrook, IL. It oversees $206 million in assets under management between its 652 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 652 accounts, 44% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually depend on which services the firm provides the client. However, fee types billed by Estate & Trust Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Estate & Trust Advisors Brokerage Details
$205,765,399
5
652
$315,591
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Madison Work History
David has been registered as a financial advisor for 9 years.*
Estate & Trust Advisors, Inc
Bmo Harris Bank
*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 David Madison 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 Estate & Trust Advisors
Winnetka, IL
Northbrook, IL
Northbrook, IL
Winnetka, IL
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