Michael Seely
Michael Seely is a registered investment advisor at Madrona Financial & Cpas, based in Everett, WA, with 26 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
2911 Bond Street, Suite 200, Everett, WA, 98201
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Michael is an insurance agent selling fixed/traditional insurance products since October 2020. This takes about a quarter of his time.
Employment History
Current Registrations
Madrona Financial & Cpas
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Edward JonesBroker
USAA Investment Management CompanyBroker
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.
Exams
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