Kristie Kaye Gheysens
Advisor at Edelman Financial Engines — Troy, MI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
16 years
Location
Troy, MI 48084
Edelman Financial Engines
Institution
Kristie Gheysens is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Planning Alternatives Ltd and Mass Mutual Investors Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools to offer discretionary and non-discretionary investment management, emphasizing diversified model portfolios and long-term strategies.
Based on Edelman Financial Engines
Based on Edelman Financial Engines
Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.
$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable
Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.
Online Advice fees up to $300 per year, payable in advance by credit card.
Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.
Troy, MI
201 West Big Beaver Road, Suite 950
Troy MI 48084
Advisors at this office
6
Michigan · Texas
16 years of industry experience
Financial Engines Advisors L.L.C.
2016 - Present • 10 years
Clinton Township, MI
Financial Engines Advisor Center, Llc
2016 - 2016 • 1 year
Clinton Township, MI
Planning Alternatives Ltd
2014 - 2016 • 2 years
Bloomfield Hills, MI
Mass Mutual Investors Services
2010 - 2014 • 4 years
Farmington Hills, MI
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