Danielle Meister
Danielle Meister is a registered investment advisor at Madrona Financial & Cpas, based in Park City, UT, with 9 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
4554 N Forestdale Dr Unit 28, Park City, UT, 84098
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Danielle works as an insurance agent selling various insurance products. This activity takes about 10-20% of her time and is investment-related.
Employment History
Current Registrations
Madrona Financial & Cpas
Previous Registrations
Trajan Wealth, L.L.C.
Scottsdale Wealth Advisory LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Secure Investment Management, LLC
State Registrations2 states
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.