Krysta Kelly is a CFP-designated registered investment advisor at D'arcy Capital Management, LLC, based in San Diego, CA, with 14 years of industry experience. Krysta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 106 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
Fees are negotiable for accounts over $25,000,001. For assets managed in the individual stock programs (either Large Cap Value or Small Cap Value) an additional 0.50% annually is charged; however, the total fee will not exceed 1.75% annually. For assets managed in the cash management program, the fee is 0.25% annually. Separate account managers have their own fees which are separate and in addition to our management fee; the combination of our fee, the separate account manager fee, and custodian fee may exceed 1.75% annually.
Fee Estimator
Location
12625 High Bluff Drive, Suite 314, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
D'arcy Capital Management, LLC
State Registrations2 states
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