Advisor at Madrona Wealth Management LLC
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Firm
Madrona Wealth Management LLC
Location
Happy Valley, OR
Credentials
Series 63, Series 65
Industry experience
22 years
Brett Sherman is a financial advisor at Madrona Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Madrona Wealth Management since 2014. In addition to his advisory role, he serves as an elected member of the City Council in Happy Valley, Oregon. Madrona Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm employs a strategic asset allocation process using the Black–Litterman model alongside fundamental, cyclical, and quantitative analysis, managing primarily non-discretionary portfolios that allow clients to retain final trading authority.
Based on Madrona Wealth Management LLC
Fixed fees typically between $500 and $1,500 for financial planning
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.35% $5,000,001 - $7,500,000: 0.25% $7,500,001 - $10,000,000: 0.20% $10,000,001 - $15,000,000: 0.15% $15,000,001 - $20,000,000: 0.12% Over $20,000,000+: Negotiable
$150/hour for financial planning services
Account minimum: $200,000 Fee-only: Financial planning fixed fees typically between $500 and $1,500; hourly rate $150/hr
Happy Valley, OR
Minnesota · Oregon · Texas · Washington
Madrona Wealth Management LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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