Madrona Financial Services, operating as Madrona Financial & CPAs, manages investment portfolios and provides financial planning and consulting services primarily for individuals and high-net-worth clients. The firm uses model asset allocation portfolios—primarily built with exchange-traded funds—tailored to client risk tolerances, and also handles alternative investments such as Delaware Statutory Trusts (real estate investments). Madrona offers comprehensive financial planning and optional "Rooted Wealth" ongoing services. Because Madrona is affiliated with a Certified Public Accounting firm and an insurance agency, the firm's professionals can provide coordinated tax and insurance recommendations, including annuities and life insurance, alongside investment 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.
