A complete list of active advisors currently associated with Madrone Investment Advisory, LLC

Warmer can help you find a great advisor at Madrone Investment Advisory, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Madrone Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.