Madrona Financial Services offers investment management using model portfolios of exchange-traded funds (ETFs). These portfolios range from conservative to aggressive based on client risk tolerance. Madrona also provides financial planning, pension and profit-sharing plan consulting, and consulting services. For clients with over $500,000 in investable assets, Madrona offers "Rooted Wealth" services at no additional charge, which includes tax planning strategies and reviews of estate planning documents. Madrona also provides sub-advisory services to other investment advisors.
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.