Keri Blake
Keri Blake is a registered investment advisor at Wealthcare Capital Partners, LLC, based in West Chester, PA, with 15 years of industry experience. Keri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 623 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthcare Capital Partners' investment management fees are based on a percentage of your portfolio's value, up to 1.85% annually. The exact percentage depends on factors like the types of investments, the size of your account, and any special reporting needs. Fees are typically paid quarterly, in advance. If WCP uses outside money managers, your overall fees will include WCP's fee plus the manager's fees. Some clients may have their financial planning fee included with the overall investment management fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History (1)
Customer Dispute
March 2020Other 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.
Employment History
Current Registrations
Wealthcare Capital Partners, LLC
Arkadios CapitalBroker
Previous Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.