Madrone Investment Advisory, LLC

Madrone Investment Advisory, LLC, established in 2009 by Michael Zaidlin and later becoming an LLC in 2011, offers non-discretionary asset management services to clients. Clients approve all security transactions before execution, ensuring transparency and communication. Madrone focuses on broadly diversified investment portfolios with low-cost index funds, tailored to individual client objectives and risk tolerance. The firm does not provide comprehensive financial plans but offers limited financial planning information. Madrone also serves qualified retirement plans, acting as an ERISA 3(38) Investment Manager, providing fiduciary services. Fees are flat annual dollar amounts based on asset ranges, ensuring transparency and alignment with client interests. Madrone does not charge performance-based fees, emphasizing low-cost, long-term investing strategies. The firm primarily recommends Schwab for brokerage services, providing access to institutional services. Michael Zaidlin, the Managing Member, has a legal background but does not provide legal services within the firm. Madrone's Code of Ethics prioritizes client interests, and Zaidlin oversees all aspects of the firm's operations and compliance. Clients receive quarterly account reviews and statements, ensuring ongoing monitoring and transparency. Madrone does not receive external compensation for client referrals and maintains a client-focused approach in all aspects of its operations.