Madelyn Dobbe is a registered investment advisor at Gateway Financial & Estate Planning, INC., based in Lehi, UT. Madelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Gateway Financial does not directly manage client investments. Instead, they refer clients to third-party managers (TPMs) like Gradient Investments and Portfolio Medics. These managers charge fees based on the amount they manage. Gateway Financial receives a portion of these fees as a referral fee.
For Gradient Investments, the annual fees are:
- Strategic Portfolios: 2.00% (1.00% to Gradient, 1.00% to Gateway)
- Tactical Portfolios: 1.80% (0.80% to Gradient, 1.00% to Gateway)
- Allocation & Defined Outcome Portfolios: 1.70% (0.70% to Gradient, 1.00% to Gateway)
- Preservation Portfolios: 1.00% (0.40% to Gradient, 0.60% to Gateway)
- Client Directed Accounts: $300 flat fee to Gradient
For Portfolio Medics, the annual fee is 2.60% (1.30% to Portfolio Medics, 1.30% to Gateway).
Location
2901 Bluegrass Blvd., Suite 200, Lehi, UT, 84043
Get directionsHistory
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 →Employment History
Current Registrations
Gateway Financial & Estate Planning, INC.
State Registrations7 states
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.