Scott Robbins is a registered investment advisor at Feltl Advisors, based in Plymouth, MN, with 29 years of industry experience. Scott 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
January 2012Customer Dispute
January 2008Customer Dispute
June 2002Employment History
Current Registrations
Feltl Advisors
Feltl & CompanyBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
H&r Block Financial Advisors, INC.Broker
Fidelity Brokerage Services LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations5 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.