NS

Nicholas Conrad Smelser

4 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
Clean regulatory record

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.

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Employment History
Current Registrations
Madrona Financial & Cpas
February 2021 - Present · 4 yrs 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.