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CFP

Darcey Keller

Edelman Financial Engines
3 Years of Experience
Indianapolis, IN
5 Disclosures
View SEC Summary
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Darcey Keller is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Indianapolis, IN, with 3 years of industry experience. Darcey 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 1,244,406 clients with $330B in assets under management.

Edelman Financial Engines
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
727 advisors
Number of Clients
1,244,406 clients
Average Client Portfolio
$262K average
Assets Under Management
$326.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees for amounts over $25 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8555 River Rd, Suite 350, Indianapolis, IN, 46240

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History

Regulatory History (5)
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.
Financial
June 2022
Final
Financial
December 2021
Final
Financial
December 2021
Final
Financial
April 2021
Final
Financial
April 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edelman Financial Engines
October 2022 - Present · 4 yrs
State Registrations2 states
INTX
Advisor

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Exams
No exam information available for this advisor.
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