AB
CFP
AB
CFP

Andrew Barfoot

10 Years of Experience
Seattle, WA

Andrew Barfoot is a CFP-designated registered investment advisor at Madison Park Capital Advisors, LLC, based in Seattle, WA, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 379 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
379 clients
Average Client Portfolio
$778K average
Assets Under Management
$294.8M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5M+0.80%

MPCA, in its sole discretion, may negotiate to charge a lesser fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

701 Fifth Avenue, Suite 4200, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Madison Park Capital Advisors, LLC
April 2015 - Present · 11 yrs
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.