Brett Sherman is a registered investment advisor at Madrona Wealth Management LLC, based in Happy Valley, OR, with 22 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 68 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.35% |
| $5.0M - $7.5M | 0.25% |
| $7.5M - $10.0M | 0.20% |
| $10.0M - $15.0M | 0.15% |
| $15.0M - $20.0M | 0.12% |
| $20M+ | 0.12% |
Fees are negotiable for assets over $20,000,000. The last tier uses the previous tier's rate since it's the starting point for negotiation.
Fee Estimator
Location
Happy Valley, OR
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Regulatory 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 Activities
Brett was re-elected to City Council in Happy Valley, Oregon in November 2022. He is not compensated for this position and dedicates a few hours per week to this activity.
Employment History
Current Registrations
Madrona Wealth Management LLC
Previous Registrations
Lucid Advisors, INC.
State Registrations4 states
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