CK
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Crystal Kelly
11 Years of Experience
Eagan, MN
1 DisclosureBroker
Crystal Kelly is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Eagan, MN, with 11 years of industry experience. Crystal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,722 clients with $19B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
306 advisors
Number of Clients
212,722 clients
Average Client Portfolio
$89K average
Assets Under Management
$18.8B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
Fees are not negotiable. Breakpoint reductions may apply based on products and services held through Transamerica.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Eagan, MN
Get directionsHistory
Regulatory History (1)
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Criminal
May 2003Final Disposition
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
March 2018 - Present · 8 yrs 7 mos
Transamerica Investors Securities, LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Transamerica Investors Securities CorporationBroker
December 2013 - December 2016 · 3 yrs
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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