AF
CFP
AF
CFP

Andrew Feterl

18 Years of Experience
Saint Louis Park, MN

Andrew Feterl is a CFP-designated registered investment advisor at Bond & Devick Wealth Partners, based in Saint Louis Park, MN, with 18 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 518 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
518 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$705.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Bond & Devick Wealth Partners charges an annual fee based on the value of the investments managed, billed quarterly in advance. The fee structure depends on the service level chosen:

  • Comprehensive Portfolio Management — Maximum annual fee of 1.25% of the portfolio value.
  • Asset Management — Maximum annual fee of 1.00% of the portfolio value.

Fees are typically based on a tiered schedule where larger portfolios pay a lower percentage, though flat percentages may apply in some cases. Fees are negotiable. For accounts with margin, fees are calculated based on the total asset long value rather than net equity.

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Location

600 South Highway 169, Suite 675, Saint Louis Park, MN, 55426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bond & Devick Wealth Partners
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Advisornet Wealth Management
January 2014 - July 2016 · 2 yrs 6 mos
Cetera Advisor Networks LLC
January 2014 - July 2016 · 2 yrs 6 mos
Financial Network Investment Corporation
October 2008 - December 2009 · 1 yr 2 mos
State Registrations2 states
MNTX
Advisor

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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