Franklin Madison Private Wealth

Overview

Franklin Madison Private Wealth is an independent registered advisory firm organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, and also provides portfolio management for small businesses. Its advisory services include financial planning, portfolio management, publication of periodicals/newsletters, and educational seminars or workshops. The firm lists accountant among its business activities and bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is not an active ESG investor and does not operate as a capital allocator; instead it relies on external managers for alternative exposures. It is registered to do business in New York and Pennsylvania.

Assets & Accounts

Investments & Alternatives

Location & Offices