Made Financial Design

Overview

Made Financial Design is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its compensation framework is a mix of percentage-of-AUM fees, hourly billing and fixed fees. Investment activity centers on managed public funds and separately managed account structures rather than niche or high-turnover trading. The firm reports it is a capital allocator, meaning it directs client capital to external managers or pooled vehicles as part of its advisory work, but it does not position itself as an ESG-focused manager. The firm also lists an industry affiliation with an insurance company, indicating it may incorporate insurance solutions into planning or product-level allocations when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices