Assets Under Management
$505.7M
Number of Clients
671
Number of Advisors
10
Average Client AUM
$754K
AUM per Advisor
$50.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Madrona Financial Services provides investment supervisory services using model portfolios, pension and profit-sharing plan consulting, and financial planning. They manage accounts on a discretionary basis, tailoring portfolios to client objectives and tax considerations. They also offer 'Rooted Wealth' services for clients with over $500,000 in investable assets.
| 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.
2911 Bond Street, Suite 200, Everett, WA, 98201