Matthew Beyer
Matthew Beyer is a CFP-designated registered investment advisor at Madrona Financial & Cpas, based in Everett, WA, with 28 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 671 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Madrona may use third-party sub-advisors, and the fees for those advisors may either be included in or in addition to the fee charged by Madrona. Fees are negotiable.
Fee Estimator
Location
2911 Bond Street, Suite 200, Everett, WA, 98201
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Matthew works as a financial advisor at Madrona Financial Services, LLC, dedicating nearly full-time hours to this role. He also works as an agent selling fixed/traditional insurance products, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Madrona Financial & Cpas
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations1 state
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.