Eric Overvig is a registered investment advisor at Feltl Advisors, based in Plymouth, MN, with 35 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 385 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Feltl Advisors offers investment advice through RBC program accounts. The fee is negotiable but cannot exceed 3% annually. This fee covers the cost of custody and trades executed through RBC. The fee is charged quarterly, based on the account value at the end of the previous quarter. If you close your account mid-quarter, you'll receive a prorated refund.
Location
One Carlson Parkway North, Suite 225, Plymouth, MN, 55447
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Regulatory History (3)
Customer Dispute
August 2024Customer Dispute
August 2021Customer Dispute
May 2019Employment History
Current Registrations
Feltl & CompanyBroker
Feltl Advisors
Feltl & Company
Previous Registrations
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Associated Investment Services, INC.
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Ifmg Securities, INC.Broker
Tcf Investments, INC.Broker
Brokerbank Securities, INC.Broker
Protective Group Securities CorporationBroker
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Kennedy, Mathews, Landis, Healy & Pecora, IncorporatedBroker
Mathews, Holmquist & Associates, INC.Broker
M. H. Novick & CO., INC.Broker
Van Clemens & CO. IncorporatedBroker
Waddell & Reed, INC.Broker
State Registrations2 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.