Andrew Conner
Andrew Conner is a registered investment advisor at Madrona Financial & Cpas, based in Tacoma, WA, with 28 years of industry experience. Their practice areas include Annuities, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 689 clients with $690M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Fees are negotiable. Real estate Delaware Statutory Trusts have a separate fee schedule ranging from 0.60% to 1.00%. Sub-adviser fees may be added to client bills.
Fee Estimator
Location
1201 Pacific Avenue, Suite 600, Tacoma, WA, 98201
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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
Andrew works as a financial advisor for Madrona Financial, dedicating full-time hours. He also presents an online webinar for LTC through Madrona Financial Services LLC, spending minimal time on this activity.
Employment History
Current Registrations
Madrona Financial & Cpas
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.