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 $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.
Fee Estimator
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
Advisor Information
Office location
4554 N Forestdale Dr Unit 28, Park City, UT, 84098
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
Danielle works as an insurance agent selling various insurance products. This activity takes about 10-20% of her time and is investment-related.