Madrona Wealth Management offers personalized advisory services to individuals and high-net-worth individuals. Madrona creates investment plans tailored to each client's goals, risk tolerance, and financial situation. Services include portfolio management and financial planning, covering areas like retirement, college, and tax planning. Madrona does not have discretionary authority over client accounts.
Assets Under Management$71M
Clients68
Advisors1
Avg. per Client$1M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.35% |
| $5.0M - $7.5M | 0.25% |
| $7.5M - $10.0M | 0.20% |
| $10.0M - $15.0M | 0.15% |
| $15.0M - $20.0M | 0.12% |
| $20M+ | 0.12% |
Fees are negotiable for assets over $20,000,000. The last tier uses the previous tier's rate since it's the starting point for negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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