FRANKLIN MADISON PRIVATE WEALTH

Overview

Franklin Madison Private Wealth is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines financial planning and portfolio management with accountant-driven business activities, and it supplements client work with published periodicals and educational seminars or workshops. Its fee model is flexible, blending percentage-of-AUM billing with hourly and fixed-fee engagements. The adviser does not identify as an ESG-focused investor and is not organized as a multi-state adviser. The firm reports using third-party managers for certain alternative exposures rather than operating as a dedicated capital allocator, and its service set appears oriented toward hands-on planning and education for individuals and small-business owners.

Assets & Accounts

Investments & Alternatives

Location & Offices