Jodie Mclellan
Jodie Mclellan is a registered investment advisor at Sycamore Investment Consulting Services, LLC, based in Madison, WI, with 28 years of industry experience. Jodie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 42 clients with $160M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Subject to a minimum gross fee of $250 per quarter. Advisory fees are offset by the percentage rate of 12(b)-1 compensation applicable to the client’s mutual fund holdings. Offsets do not carry over from one quarter to the next.
Fee Estimator
Location
701 Deming Way, Suite 100, Madison, WI, 53717
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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
Jodie is a volunteer board member of the Australian Shepherd Club of America. She receives no compensation except for travel expense reimbursement.
Employment History
Current Registrations
Sycamore Investment Consulting Services, LLC
Buttonwood Partners, INC.Broker
Previous Registrations
Southwest Securities, INC.Broker
Abn Amro Financial Services, INC.Broker
Sws Financial ServicesBroker
Sws Securities INC.Broker
State Registrations35 states
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