Steven Gray is a registered investment advisor at Feltl Advisors, based in Edwardsville, IL, with 24 years of industry experience. Steven 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fees are negotiable between you and Feltl Advisors, up to a maximum annual rate of 3%.
Fee Estimator
Location
201 East Vandalia, Edwardsville, IL, 62025
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Feltl Advisors
Feltl & CompanyBroker
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Edward Jones
Edward JonesBroker
State Registrations8 states
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
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