Timothy Wynne is a registered investment advisor at Feltl Advisors, based in New Port Richey, FL, with 39 years of industry experience. Timothy 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
New Port Richey, FL
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Regulatory History (7)
Customer Dispute
July 2017Customer Dispute
June 2016Customer Dispute
October 2014Customer Dispute
July 2014Customer Dispute
July 2014Customer Dispute
February 2012Customer Dispute
June 2004Employment History
Current Registrations
Feltl Advisors
Feltl & Company
Feltl & CompanyBroker
Previous Registrations
Feltl Advisors
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Josephthal & CO., INC.Broker
Mathews, Holmquist & Associates, INC.Broker
J. W. Gant & Associates, INC.Broker
Michelin and Company, INC.Broker
State Registrations28 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.