Irvin Brewer
Irvin Brewer is a registered investment advisor at New Life Financial LLC, based in Prescott Valley, AZ, with 34 years of industry experience. Irvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 27 clients with $3M 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 $200K | 3.00% |
| $200K - $400K | 1.50% |
| $400K - $600K | 1.00% |
| $600K+ | 0.75% |
Fees may be reduced or waived for directors, officers, and employees of New Life at the discretion of management. These fees may be negotiated by New Life.
Fee Estimator
Location
Prescott Valley, AZ
Get directionsHistory
Regulatory History (13)
Financial
September 2019Judgment / Lien
March 2016Judgment / Lien
February 2016Regulatory
August 2015Regulatory
January 2015Customer Dispute
June 2013Customer Dispute
August 2012Judgment / Lien
November 2010Customer Dispute
October 2010Customer Dispute
March 2010Judgment / Lien
July 2009Judgment / Lien
May 2002Judgment / Lien
March 1992Other Business Activities
Irvin is a sole proprietor/employee of Legacy Snow Blowing, removing snow from driveways and sidewalks, dedicating about 10-20% of his time. Irvin also has a federal firearms license and will buy, sell, transport, and handle firearms for clients through New Life Financial-Weapons sales, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
New Life Financial LLC
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
New Life Financial LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.