Assets Under Management
$132.4M
Number of Clients
385
Number of Advisors
15
Average Client AUM
$344K
AUM per Advisor
$8.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Feltl Advisors offers investment advice through RBC program accounts, including RBC Advisor, Consulting Solutions, and RBC Unified Portfolio. The firm works with clients to determine their risk profile and investment objectives, then recommends an appropriate account type and investments. FA does not consider any of its advisory accounts to be “discretionary.”
One Carlson Parkway North, Suite 225, Plymouth, MN, 55447