Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
MPCA may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
MPCA charges fixed fees for financial planning and consulting, ranging from $2,400 to $12,000. For investment management clients with assets of $500,000 or more, financial planning is typically included in the investment management fees. Investment management fees are based on a percentage of assets under management, as detailed in the fee table. A minimum annual fee of $2,500 may apply. Clients also incur charges from third parties like broker-dealers and custodians.
Areas of Practice
Advisor Information
Office location
701 Fifth Avenue, Suite 4200, Seattle, WA, 98104
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an investment advisor at Madison Park Capital Advisors, LLC, dedicating full-time hours to providing investment planning, advice, and analysis. He also works as an advisor at PKS Financial, spending a few hours per week sharing knowledge about insurance products with clients.