| 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 St. Suite 105, Everett, WA, 98201
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Learn about disclosures →Brian is an owner and service provider with entities related to Madrona Financial Services, LLC, including Madrona Advisory Group, LLC, Madrona Insurance Services, LLC, and Bauer Evans, Inc., P.S., dedicating full-time hours. Brian also acts as a coach and speaker for Financial Independence Group (FIG), spending a few hours per week on this activity.