Keri Elizabeth Blake

Wealthcare Capital Partners, LLC

15 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Wealthcare Capital Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

623 clients

Average Client Portfolio

$531K average

Assets Under Management

$330.9M

Fee Structure

Location

1065 Andrew Drive, West Chester, PA, 19380

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2020

Denied

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Other Business ActivitiesSells Insurance

Keri operates under the DBA Fellows & Blake for her Arkadios business and is dually registered as an Investment Advisor Representative and Registered Representative. She also sells fixed annuities through Advisor Excel, dedicating a few hours per week.