Shelley Moffatt is a registered investment advisor at Madison Partners, based in Madison, WI, with 28 years of industry experience. Shelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,077 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Partners charges an annual fee based on a percentage of your portfolio. This fee includes both Madison Partners' advisory fee (which is negotiable up to a maximum of 1.25%) and a separate, non-negotiable fee for the sub-adviser's strategy or model, if one is used. The total fee will be shown as two separate line items on your custodian statement. Fees are negotiable based on factors like complexity, financial planning services, asset level, and overall relationship with the firm.
Location
1502 W Broadway, Suite 301, Madison, WI, 53713
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2023Customer Dispute
April 2006Customer Dispute
April 2001Other Business Activities
Shelley owns rental real estate property since 2016, which involves property maintenance. She is also the principal of Dreammaker LLC, a pass-through LLC for tax purposes, dedicating minimal time to it.
Employment History
Current Registrations
Madison Partners
Previous Registrations
Edward Jones
Edward JonesBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.