Your Richest Life
Katie Brewer, CFP®, founded her fee-only firm, Your Richest Life Planning, in 2014 in order to focus on physicians and professionals under 55 who are juggling high-intensity careers while balancing the demands of a family. In order to most effectively utilize a client’s time, Katie conducts most business virtually. This framework allows the firm to work with clients all over the country. Katie has over 20 years of experience in the industry and has been quoted in various sources such as The New York Times, Forbes, and Business Insider.
- Services: Financial planning, student loan management, workplace retirement plans, investment management
- Ideal Client: Young and mid-career physicians seeking financial guidance
- Location: Dallas-Fort Worth, TX
- Your Richest Life Application, ADV2
- Website, [email protected], (469) 708-7975
Fee Structure:
Comprehensive Financial Planning consists of an upfront charge of $2000 to $3,000, dependent on the scope, complexity and needs of the client and an ongoing fee that is paid monthly, in arrears, at the rate of $400 to $900 per month.
Standard investment management fee is based on the market value of the assets under management and is calculated as follows:
| Account Value | Annual Advisory Fee |
|---|---|
| $0 – $500,000 | 0.95% |
| $500,001 – $1,000,000 | 0.85% |
| $1,000,001 – $2,000,000 | 0.75% |
| 2000000 and Above | Negotiable |
Qualified Plan Consulting Services:
| Plan Assets | Annual Advisory Fee |
|---|---|
| $0 – $500,000 | 0.95% |
| $500,001 – $1,000,000 | 0.85% |
| $1,000,001 – $2,000,000 | 0.75% |
| $2,000,001- $3,000,000 | 0.65% |
| $3,000,000 and Above | Negotiable |