Keegan Denn is a CFP-designated registered investment advisor at Fidelis Im, based in Medford, OR, with 15 years of industry experience. Keegan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 275 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee is 1.00% on all assets under management. A minimum annual fee of $3,000 applies to qualified plans, SIMPLE IRAs, and SEP IRAs. Fees may be negotiated.
Fee Estimator
Location
2950 E. Barnett Road, Medford, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fidelis Im
Previous Registrations
Cutler Investment Counsel, LLC
State Registrations2 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.
Exams
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