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Scott Robbins

Feltl Advisors
29 Years of Experience
Minnetonka, MN
3 DisclosuresBroker
View SEC Summary
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Scott Robbins is a registered investment advisor at Feltl Advisors, based in Minnetonka, MN, with 29 years of industry experience. Scott 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
—
View Full SEC Brochure

Location

10900 Wayzata Boulevard, Suite 200, Minnetonka, MN, 55305

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History

Regulatory History (3)
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
January 2012
Denied
Customer Dispute
January 2008
Denied
Customer Dispute
June 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Feltl Advisors
December 2013 - Present · 12 yrs 10 mos
Feltl & CompanyBroker
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
December 2005 - August 2013 · 7 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
February 2002 - December 2005 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
March 2001 - October 2001 · 7 mos
Dean Witter Reynolds INC.Broker
September 1996 - February 2001 · 4 yrs 5 mos
State Registrations5 states
IAMNMTNDWI
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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