Robert Colin Feller
Advisor at Zelus Wealth Management — Sayre, OK
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.
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.
Credentials
Series 66
Experience Industry experience
7 years
Location
Sayre, OK
Zelus Wealth Management
Independent
Total advisors
1Clients per advisor
26 HighAvg AUM per client
$76,923 Very LowHNW client ratio
0% LowRobert 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
Sayre OK
Advisors at this office
1
Florida · Oklahoma · Tennessee · Texas
7 years of industry experience
Zelus Walth Management
2020 - Present • 6 years
Edmond, OK
Unemployed
2020 - 2020 • 1 year
Edmond, OK
HD Vest Investment Services
2018 - 2020 • 2 years
Oklahoma City, OK
Doug Gray Auto Group
2015 - 2018 • 3 years
Oklahoma City, OK
Oklahoma State University
2014 - 2018 • 4 years
Stillwater, OK
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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