Steven Gray is a registered investment advisor at Feltl Advisors, based in Plymouth, MN, with 23 years of industry experience. Steven 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
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Feltl Advisors
Feltl & CompanyBroker
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Edward Jones
Edward JonesBroker
State Registrations8 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.