Feltl Advisors
Assets Under Management
$132.4M
Number of Clients
385
Number of Advisors
15
Average Client AUM
$344K
AUM per Advisor
$8.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Feltl Advisors (FA) provides investment advice through three types of advisory account programs (RBC Program Accounts) offered through RBC. These include RBC Advisor, Consulting Solutions, and RBC Unified Portfolio. FA does not consider any of its advisory accounts to be discretionary. FA receives a portion of the advisory fee on all types of advisory accounts.
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
Location
One Carlson Parkway North, Suite 225, Plymouth, MN, 55447