Madison Park Capital Advisors, LLC
Assets Under Management
$272.6M
Number of Clients
359
Number of Advisors
4
Average Client AUM
$759K
AUM per Advisor
$68.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MPCA provides financial planning, consulting, and investment management services. They manage client portfolios on a discretionary or non-discretionary basis, primarily allocating assets among mutual funds, ETFs, and individual securities. They also advise on investments like variable life insurance, annuities, and assets in employer-sponsored retirement plans.
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
Location
701 Fifth Avenue, Suite 4200, Seattle, WA, 98104