MS

Michael David Seely

25 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
671 clients
Average Client Portfolio
$754K average
Assets Under Management
$505.7M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.05%
$5M+0.85%

Sub-adviser fees may be passed on to clients, potentially increasing the overall fee up to 2.00% for assets of $1 million or below.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$2,500

Madrona charges an annual fee based on assets under management. For standard assets like stocks and bonds, the fee ranges from 1.25% on the first $1 million to 0.85% on assets over $5 million. DST investments have a separate fee schedule. Financial planning fees are typically $2,500 but are negotiable. A minimum of $500,000 in investable assets is generally required, though this is negotiable. Sub-adviser fees may be passed on to clients, potentially increasing the overall fee up to 2.00% for assets of $1 million or below.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

2911 Bond Street, Suite 200, Everett, WA, 98201

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2004
Denied
Other Business ActivitiesSells Insurance

Michael is an insurance agent selling fixed/traditional insurance products since October 2020. This takes about a quarter of his time.

Employment History
Current Registrations
Madrona Financial & Cpas
November 2020 - Present · 5 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2020 - January 2023 · 2 yrs 2 mos
Cetera Investment Advisers LLC
January 2014 - November 2020 · 6 yrs 10 mos
Cetera Investment Services LLCBroker
February 2013 - November 2020 · 7 yrs 9 mos
Cetera Investment Services LLC
February 2013 - January 2014 · 11 mos
Investment Centers of America, INC.
March 2004 - April 2012 · 8 yrs 1 mo
Investment Centers of America, INC.Broker
January 2003 - April 2012 · 9 yrs 3 mos
Edward Jones Broker
May 2000 - January 2003 · 2 yrs 8 mos
USAA Investment Management Company Broker
August 1998 - July 1999 · 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.