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Mikah Calp

Advisor at Edelman Financial Engines

Updated today

Location

Takoma Park, MD

Credentials

Series 66

Industry experience

2 years

About

Mikah Calp is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 66 designation and has previously worked at Citi Bank, Bank of America/Merrill Lynch, Bank of America, M&T Bank, and Wells Fargo. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online offerings.

Client services

Based on Edelman Financial Engines

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Edelman Financial Engines

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management

Occupation focus

Based on Edelman Financial Engines

Retired Founder/Business Owner

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Fee options

Fixed

Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.

Percentage

$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

Project-based

Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.

Subscriptions

Online Advice fees up to $300 per year, payable in advance by credit card.

Other

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.

Location

Takoma Park, MD

Most active in

Maryland · Texas

Work history

Edelman Financial Engines

2024 - Present (2 years)

Citi bank

2023 - 2024 (1 year)

Bank of America /Merrill lynch

2022 - 2023 (1 year)

Bank of America

2019 - 2022 (3 years)

M&T Bank

2018 - 2019 (1 year)

Wells Fargo

2017 - 2018 (1 year)

None

2017 - 2017 (1 year)

Montgomery County Community College

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Divorce financial planning College savings (529s, UTMA, etc.)
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Wealth management Passive / index investing Real estate investing
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Alexandria, VA

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Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
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Active portfolio management Private / alternative investments Founder/Business Owner
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Series 66

Alexandria, VA

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Wealth management Annuities
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