Ladera Ranch, CA Office

Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, businesses, and retirement plans. The firm also delivers retirement-plan advisory services and manages investment sub-accounts on behalf of certain insurance products.

The firm follows a customized, fiduciary approach focused on long‑term portfolio construction, typically using ETFs and mutual funds while also utilizing individual securities, alternative investments, and third‑party sub‑advisers or model strategies as appropriate. Madison Partners primarily charges asset‑based advisory fees and does not offer fixed‑fee engagements; sub‑adviser or model manager fees are billed separately and monitored on an ongoing basis.

Distinctive features disclosed in the brochure include coordination of estate‑planning documents through a third‑party platform (Wealth.com) and an affiliated tax‑preparation business (Stratus Tax), both noted as potential conflicts of interest. Madison Partners also reports separating its advisory fee and any sub‑adviser fee on custodian statements, manages roughly $1.3 billion with a multi‑advisor team, and does not impose a stated account minimum.