Top financial advisors in Madison, AL
We’ve curated a list of the best financial advisors in Madison, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$120,238,399
Number of advisors
4 advisors
| $120,238,399 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Madison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Madison. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Lifecourse Capital, Inc.
LifeCourse Capital, Inc. is a registered investment advisor firm established in November 2001 and specializes in offering investment management, qualified plan asset allocation, and financial planning services tailored to individual needs. The firm operates on a discretionary basis, managing accounts based on model portfolios reviewed quarterly. Clients have the option to impose restrictions on investments and participate in at least two meetings before implementation begins. The firm's fee structure is based on a percentage of managed funds, with asset management fees billed annually. LifeCourse has $120,238,399 of client assets under discretionary management as of June 30, 2023. The firm does not engage in wrap fee programs and does not participate in non-discretionary asset management. Clients are required to have a minimum account size of $200,000, which may be waived based on individual circumstances. LifeCourse conducts fundamental, technical, and charting analysis for investment decisions and emphasizes risk management. The firm does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' interests. LifeCourse does not have custody of client funds and does not vote client securities. Additionally, the firm has a stable financial position and received a PPP loan in 2020, which is not expected to materially impact its operations.
$120,238,399 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Madison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Madison. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.