| 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.
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Learn about disclosures →Joel is an owner/member of Maher Group LLC, a real estate sales company, dedicating a few hours per week. He is also a partner at Madrona Advisory Group, LLC, Madrona Insurance Services, LLC, and Bauer Evans, Inc., related entities to Madrona Financial Services, LLC, which is a full-time commitment.