Katie Stych is a CFP-designated registered investment advisor at Pearl Wealth LLC, based in Des Moines, IA, with 5 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 16 clients with $97M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Minimum annual fee of $10,000. The minimum fee is negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Des Moines, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pearl Wealth LLC
Previous Registrations
Abacus Wealth Partners
State Registrations1 state
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