Madrone Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$240,904,072
Clients
111
Advisors
1
of 1 employees
About
Madrone Investment Advisory, LLC provides portfolio management to individual clients, including high-net-worth individuals, and to qualified retirement plans. Services include individualized, non-discretionary asset management for individuals and ERISA plan services, with the ability to serve as an ERISA 3(38) investment manager for retirement plans.
The firm emphasizes broadly diversified portfolios built primarily from low-cost, passive and evidence-based mutual funds and ETFs and generally does not recommend individual equities. Portfolios are tailored to each client’s objectives, time horizon and tax considerations, and Madrone obtains client approval before executing trades rather than exercising discretionary trading authority.
What is uncommon about Madrone is the combination of a high asset base managed under a single managing member structure—resulting in unusually high AUM per advisor—and the fact that the substantial majority of its assets are managed on a non-discretionary basis. The firm also departs from common billing practices by using flat annual dollar fees billed quarterly instead of a strict percentage-of-assets fee model, and the managing member is a licensed attorney who does not provide legal services as part of the advisory relationship.
Client services
Expertise
Occupation focus
Fee options
Up to $1,000,000 - $1,000,000: $5,000 annual fee $1,000,001 - $2,000,000: $5,000 - $8,000 annual fee $2,000,001 - $3,000,000: $9,000 - $11,000 annual fee $3,000,001 - $4,000,000: $12,000 - $15,000 annual fee $4,000,001 - $5,000,000: $16,000 - $18,000 annual fee $5,000,001 - $6,000,000: $19,000 - $21,000 annual fee $6,000,001 - $10,000,000: $22,000 - $30,000 annual fee Over $10,000,000+: Minimum fee $30,000 annual
Minimum fee: Minimum annual fee of $5,000 for asset management services Fee-only: Flat annual fees based on asset ranges; fees billed quarterly in advance; fees may be negotiable
Main office
1101 5th Ave, Suite 310
San Rafael CA 94901
Advisors at this office
1
Most active in
California
Also doing business as
Edgewood Investment Management · Edgewood Investment Management, L.L.C. · Madrone Investment Advisory, LLC · Madrone Investment Management · Madrone Retirement Advisors L.L.C. · Madrone Retirement Advisors, LLC · Zaidlin, Mike H. · Zaidlin, Mike Harry
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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