Katelyn Meuse
Katelyn Meuse is a CFP-designated registered investment advisor at Arete Wealth Strategists, based in Denver, CO, with 3 years of industry experience. Katelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Cross-Border Planning, Education Planning, and 7 more. Their firm serves 98 clients with $130M 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 $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.41% |
Rates reflect the standalone Investment Management Only schedule. Higher service tiers include specific amounts of assets under management within their flat quarterly retainers.
Fee Estimator
Location
Denver, CO
Get directionsHistory
Regulatory History (1)
Financial
February 2020Other Business ActivitiesSells Insurance
Katelyn works as a server at Main Event, dedicating about 15 hours per week. Katelyn is also a licensed insurance agent since 2022, but is not actively using the license.
Employment History
Current Registrations
Arete Wealth Strategists
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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
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