ME
ME

Mitchell Edwards

26 Years of Experience
Plymouth, MN
Broker

Mitchell Edwards is a registered investment advisor at Feltl Advisors, based in Plymouth, MN, with 26 years of industry experience. Mitchell 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.

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

One Carlson Parkway North, Suite 225, Plymouth, MN, 55447

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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
Feltl Advisors
September 2013 - Present · 13 yrs 1 mo
Feltl & CompanyBroker
August 2003 - Present · 23 yrs 2 mos
Previous Registrations
Stockwalk.com, INC.Broker
December 2000 - May 2002 · 1 yr 5 mos
Online Brokerage Solutions, INC.Broker
December 2000 - February 2001 · 2 mos
Miller, Johnson & Kuehn, IncorporatedBroker
December 2000 - January 2001 · 1 mo
Miller Johnson Steichen Kinnard, INC.Broker
April 2000 - July 2003 · 3 yrs 3 mos
State Registrations2 states
MNND
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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