Matthew Goetzke is a CFA-designated registered investment advisor at Walleye Partners LLC, based in Madison, WI, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 93 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Location
551 W Main Street, Suite 200, Madison, WI, 53703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is a managing member of Kumada, LLC, an entity established to aggregate personal investments, and indirectly owns a portion of Mendota Venture Capital, LLC through Kumada. He is also a board member of Madison Ice Inc., a nonprofit that owns and operates ice rinks.
Employment History
Current Registrations
Walleye Partners LLC
Previous Registrations
Mendota Financial Group, LLC
Filbrandt Investment Advisers Incorporated
Vestor Capital Corporation
State Registrations1 state
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