| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.05% |
| $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.
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.
2911 Bond Street, Suite 200, Everett, WA, 98201
Get directionsMichael is an insurance agent selling fixed/traditional insurance products since October 2020. This takes about a quarter of his time.