| 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 Street, Suite 200, Everett, WA, 98201
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Learn about disclosures →Kristi serves on the board of directors for Mountain Pacific Bank since 2019, dedicating a few hours per week. She is also a partner at entities related to Madrona Financial Services, LLC, including Madrona Insurance Services, LLC, and her work there is full-time.