Robert Feller
Advisor at Zelus Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Zelus Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sayre, OK
Credentials
Series 66
Industry experience
7 years
Robert Feller is a Series 66 credentialed advisor with seven years of industry experience. He has worked at Zelus Wealth Management since 2020 and previously held roles at HD Vest Investment Services and Doug Gray Auto Group. Zelus Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm provides discretionary investment management and financial planning, employing a diversified approach across various asset classes and strategies, including options and futures, and also manages held-away employer retirement accounts.
Based on Zelus Wealth Management
Fixed fee of $1,000 for financial planning and ongoing financial consulting services for clients with less than $100,000 in assets under management
Less than $500,000 - $500,000: 1.5% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.15% $1,000,001+: 1.00%
Account minimum: $150,000 minimum for investment management services or engagement in Comprehensive Financial Planning Fee-only: Investment management fees based on tiered schedule as above; financial planning fixed fee $1,000 for clients under $100,000 AUM; financial consulting complementary for clients with at least $100,000 AUM
Sayre, OK
Florida · Oklahoma · Tennessee · Texas
Zelus Walth Management
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
HD Vest Investment Services
2018 - 2020 (2 years)
Doug Gray Auto Group
2015 - 2018 (3 years)
Oklahoma State University
2014 - 2018 (4 years)
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