Walter Narcum is a registered investment advisor at Feltl Advisors, based in St. Francis, MN, with 18 years of industry experience. Walter 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
St. Francis, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter is the treasurer for Viking Square II Homeowners Association, dedicating about 10-20% of his time to keeping books, collecting dues, and attending meetings. He also provides seasonal part-time help during tax season at a family-owned accounting business.
Employment History
Current Registrations
Feltl & Company
Feltl Advisors
Feltl & CompanyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations4 states
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