Katie Obermeyer
Katie Obermeyer is a registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 12 years of industry experience. Katie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
9800 Schwab Way, Lone Tree, CO, 80124
Get directionsHistory
Regulatory History (1)
Financial
August 2026Other Business Activities
Katie works as a driver for Instacart and Shipt, both delivery services. These activities are not investment-related and take about 10-20% of her time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
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.
Exams
More Advisors
- Michael Mayer, CFPCharles Schwab & CO., INC.
- Tracy Antony, CFPCharles Schwab & CO., INC.
- Michael Lobato, CFPCharles Schwab & CO., INC.
- Michael ClarkCharles Schwab & CO., INC.
- Sara Schwartzkopf, CFPCharles Schwab & CO., INC.
- Amber JenningsCharles Schwab & CO., INC.