Trustage Investment Management
Madison, WI·SEC-registered · CRD #105960
Trustage Investment Management is an SEC-registered investment advisory firm in Madison, WI managing $39B across 455 client accounts, with 41 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$39B
Client accounts
455
Advisory staff
41
Fee model
Fee-based
How Trustage Investment Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Trustage Investment Management
How much does Trustage Investment Management manage?
Per its most recent SEC Form ADV filing (03/27/2026), Trustage Investment Management reports $39B in regulatory assets under management across roughly 455 client accounts.
How does Trustage Investment Management charge?
Trustage Investment Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Trustage Investment Management a fiduciary?
Yes. Trustage Investment Management is registered with the U.S. Securities and Exchange Commission (CRD #105960), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Trustage Investment Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Trustage Investment Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Madison, WI
Profile compiled from Trustage Investment Management's public SEC Form ADV filing (CRD #105960, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Trustage Investment Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Trustage Investment Management? Claim this profile.