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 Investment Management, Retirement Planning. Their firm serves 236 clients with $240M 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 | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiated if deemed necessary. A minimum annual fee of $2000 applies to qualified plans, SIMPLE IRAs, and SEP IRAs.
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
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