Nicholas Wold is a PFS-designated registered investment advisor at Madrona Financial & Cpas, based in Everett, WA, with 5 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
2911 Bond Street, Suite 200, Everett, WA, 98201
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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 Activities
Since 2014, Nicholas has been a CPA and shareholder of Sutton-McCann & Company, a tax management company. He works for this business full-time, and the work is non-investment-related.
Employment History
Current Registrations
Madrona Financial & Cpas
Previous Registrations
Triad Investment Management
State Registrations1 state
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