Feltman & Co. LLC offers ongoing investment advice tailored to each client's specific situation. The firm works with clients to understand their financial goals and then develops a personalized investment plan. Feltman & Co. manages portfolios based on these plans, considering reasonable client restrictions. The firm does not offer wrap fee programs, and clients are responsible for brokerage commissions and other transaction fees.
Assets Under Management$2.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.60% |
| $10M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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