Feltl Advisors (FA) provides investment advice through three types of advisory account programs offered through RBC. These programs include client-directed advice, access to institutional money managers, and unified portfolio management. FA helps clients choose a risk profile and recommends an appropriate account program and investments. FA's role is primarily assisting clients in selecting RBC program managers and investments, with clients ultimately making the final decisions.
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.