Robert Bauer is a registered investment advisor at Madrona Financial & Cpas, based in Everett, WA, with 17 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a director at H.O. Seiffert, Inc., a family help corporation holding real estate, dedicating minimal time. He is also an investment manager for Madrona Funds, LLC, an affiliate investment advisor, spending about 10-20% of his time.
Employment History
Current Registrations
Madrona Financial & Cpas
State Registrations1 state
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