Brae Holdridge is a CFP-designated registered investment advisor at Someday Advisors, based in Denver, CO, with 8 years of industry experience. Brae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Someday Advisors offers Comprehensive Wealth Management Services that include investment portfolio management. The fee for this service ranges from $9,000 to $70,000 per year, based on the complexity of your needs and situation. The fee will be determined by factors such as the number of household members, the amount of financial planning required, the number, type, and size of accounts, life stage, business interests, real estate ownership, and trust arrangements. The portion of the fixed fee designated for managing your investment portfolio will not exceed 2% per year of the assets they manage.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Someday Advisors
Previous Registrations
Standard Planning Company
Brownson, Rehmus & Foxworth, INC.
State Registrations1 state
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