Ethan Naray is a registered investment advisor at Feltl Advisors, based in Plymouth, MN, with 23 years of industry experience. Ethan 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 (3)
Regulatory
August 2018Employment Separation After Allegations
May 2017Customer Dispute
February 2017Other Business Activities
Ethan owns 100% of Polar Star LLC, which owns a commercial building in Garfield Heights, OH. He dedicates minimal time to this activity, as he hired a management company for day-to-day operations.
Employment History
Current Registrations
Feltl Advisors
Feltl & Company
Feltl & CompanyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
State Registrations12 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.