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Michael Feller

Advisor at Stratos Wealth Advisors LLC

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Stratos Wealth Advisors LLC logo

Firm

Stratos Wealth Advisors LLC

Location

Evansville, IN 47715

Credentials

Series 66

Industry experience

28 years

About

Michael Feller is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Stratos in 2018. He serves on the finance committee of Reitz Memorial High School, where he verifies monthly raffle results. Stratos Wealth Advisors serves a broad client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm employs both affiliated and third-party subadvisers and maintains custodial relationships with Fidelity and Schwab to support its advisory services.

Client services

Based on Stratos Wealth Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stratos Wealth Advisors LLC

Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Tax-loss harvesting

Occupation focus

Based on Stratos Wealth Advisors LLC

Founder/Business Owner Executive Retired Self-Employed

Fee options

Fixed

Flat fees for financial plans; flat fees for asset management in limited cases, up to 2.0% of assets under management

Percentage

$0+: Negotiable, up to maximum 2.0% annually for advisor-managed non-wrap accounts Varies by TPIA program+: Typically tiered fees ranging from 0.15% to 1.05% plus optional 0.10% tax overlay fee for SIMC sub-advised programs; maximum total fee 3.0% including up to 2% SWA fee and 1% TPIA fee

Project-based

Typically up to $500 per hour; may be higher in some cases

Subscriptions

Subscription financial planning services with recurring fees negotiated between IAR and client; may be monthly or quarterly

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting fees are negotiable; hourly fees up to $500/hour typically; flat fees also available for financial plans; subscription financial planning fees may be fixed or tiered monthly or quarterly fees

Location

727 N. Cross Pointe Blvd., Suite E

Evansville, IN 47715

Most active in

Indiana · Texas

Work history

Stratos Wealth Advisors, LLC

2018 - Present (8 years)

bank of america, NA

2009 - 2018 (9 years)

Merrill

1997 - 2018 (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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