Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The advisory fees charged by Feltl Advisors are negotiable, but cannot exceed 3% annually. This fee covers the cost of custody and trades executed through RBC. The fee is negotiated between you and Feltl Advisors and is set forth in your client agreement. Please refer to the RBC Wealth Management Advisory Program Disclosure Document Form ADV, Part 2A Appendix 1, Fee Program Brochure for a greater description of the RBC Program Accounts services.
Areas of Practice
Advisor Information
Office location
10900 Wayzata Boulevard, Suite 200, Minnetonka, MN, 55305
Get directionsRegulatory 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
Dana serves as a director for the church foundation of the United Methodist Church. This non-profit activity of religious nature takes a few hours per week.