Madrona Financial & Cpas
Assets Under Management
$505.7M
Number of Clients
671
Number of Advisors
10
Average Client AUM
$754K
AUM per Advisor
$50.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Madrona Financial Services provides investment supervisory services using model portfolios, pension and profit-sharing plan consulting, and financial planning. They manage accounts on a discretionary basis and use third-party advisers and sub-advisers. Financial planning is offered, sometimes free for high-asset clients.
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
Location
2911 Bond Street, Suite 200, Everett, WA, 98201