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Elizabeth Knutson

Feltl Advisors
39 Years of Experience
Jacksonville, FL
1 DisclosureBroker
View SEC Summary
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Elizabeth Knutson is a registered investment advisor at Feltl Advisors, based in Jacksonville, FL, with 39 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 397 clients with $170M in assets under management.

Feltl Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
397 clients
Average Client Portfolio
$417K average
Assets Under Management
$165.6M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fees are negotiable between you and Feltl Advisors, up to a maximum annual rate of 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Jacksonville, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Feltl Advisors
August 2013 - Present · 13 yrs 2 mos
Feltl & Company
March 2009 - Present · 17 yrs 7 mos
Feltl & CompanyBroker
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
Feltl Advisors
November 2012 - December 2013 · 1 yr 1 mo
UBS Financial Services INC.
October 2002 - March 2009 · 6 yrs 5 mos
UBS Financial Services INC.Broker
October 2002 - March 2009 · 6 yrs 5 mos
Prudential Securities Incorporated
July 1997 - October 2002 · 5 yrs 3 mos
Prudential Securities IncorporatedBroker
December 1996 - October 2002 · 5 yrs 10 mos
Aragon Financial Services, INC.Broker
April 1996 - November 1996 · 7 mos
Royal Alliance Associates, INC.Broker
January 1996 - April 1996 · 3 mos
Spelman & CO., INC.Broker
January 1993 - November 1995 · 2 yrs 10 mos
Advantage Capital CorporationBroker
May 1992 - December 1992 · 7 mos
Nap Financial CorporationBroker
November 1991 - May 1992 · 6 mos
Titan/value Equities Group, INC.Broker
November 1989 - December 1991 · 2 yrs 1 mo
Value Equities CorporationBroker
July 1989 - November 1989 · 4 mos
First Investors CorporationBroker
August 1986 - May 1989 · 2 yrs 9 mos
State Registrations6 states
CAFLIDMNNCNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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