Joel Maher
Joel Maher is a registered investment advisor at Madrona Financial & Cpas, based in Kirkland, WA, with 10 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
3933 Lake Washington Blvd NE, Suite 350, Kirkland, WA, 98033
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
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.
Employment History
Current Registrations
Madrona Financial & Cpas
State Registrations1 state
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