TrueAdvisor
TrueAdvisor
JM
JM

Joel Maher

Madrona Financial & Cpas
10 Years of Experience
Kirkland, WA
May Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Joel Maher is a registered investment advisor at Madrona Financial & Cpas, based in Kirkland, WA, with 10 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.

Madrona Financial & Cpas
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
689 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$691.8M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.85%
$10.0M - $15.0M0.75%
$15.0M - $25.0M0.65%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3933 Lake Washington Blvd NE, Suite 350, Kirkland, WA, 98033

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joel is an owner/member of Maher Group LLC, a real estate sales company, dedicating a few hours per week. He is also a partner at Madrona Advisory Group, LLC, Madrona Insurance Services, LLC, and Bauer Evans, Inc., related entities to Madrona Financial Services, LLC, which is a full-time commitment.

Employment History
Current Registrations
Madrona Financial & Cpas
January 2016 - Present · 10 yrs 9 mos
State Registrations2 states
TXWA
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.
More Advisors
More financial advisors in Kirkland, WA →All financial advisors in Washington →