Madison Advisory Services, Inc.

Madison Advisory Services, Inc. is an investment advisory firm established in June 2004, offering tailored advisory services such as investment supervision, asset management, financial planning, and analysis of third-party managed programs. The firm acts as a fiduciary when providing investment advice for retirement accounts, ensuring clients' best interests are prioritized. Clients have the option to impose restrictions on their investments, and Madison Advisory offers both wrap fee and non-wrap fee programs for different types of accounts. The firm primarily uses mutual funds and ETFs for portfolio management, conducting fundamental and technical analysis to make investment decisions. Clients are advised about the risks involved in investing, including market, industry, and inflation risks. Madison Advisory does not charge performance-based fees and does not have any disciplinary information reported. The firm's fee structure is based on a percentage of assets under management, with fees negotiable based on client needs and complexity. Madison Advisory does not engage in brokerage practices but selects custodians based on best execution practices. The firm does not compensate individuals for referrals and maintains a code of ethics to ensure compliance with regulations. Clients receive regular account statements and have the option to grant discretionary authority for account management. The firm does not vote on client securities and has a stable financial condition with no bankruptcy history. For any questions, clients can contact the Chief Compliance Officer, Gary Schwartz.