| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.05% |
| $5M+ | 0.85% |
Fees are for standard assets. DSTs are subject to a lower fee schedule.
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Learn about disclosures →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.