Madrone Investment Advisory provides investment management services where clients approve each transaction before it's executed. Madrone primarily uses low-cost, diversified exchange-traded funds and mutual funds. Madrone also offers services to retirement plans, acting as an ERISA 3(38) investment manager with discretionary control over plan assets. Madrone does not provide formal comprehensive financial plans but can offer limited information about certain aspects of financial planning.
Fee Structure
Madrone Investment Advisory charges a flat annual dollar fee for managing your investments, billed quarterly. The fee is based on a range of assets under management. If your assets significantly increase or decrease within a range, Madrone will adjust the fee accordingly. Madrone aims to keep fees under 0.50% for accounts under $2M and under 0.40% for accounts over $2M, with a $5,000 minimum annual fee. Fees may be negotiable.