NS
NS

Nicholas Conrad Smelser

4 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
671 clients
Average Client Portfolio
$754K average
Assets Under Management
$505.7M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.05%
$5M+0.85%

Fees are for standard assets. DSTs are subject to a lower fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2911 Bond Street, Suite 200, Everett, WA, 98201

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Madrona Financial & Cpas
February 2021 - Present · 5 yrs
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.