Lynnae Brown is a CFP-designated registered investment advisor at Redeem Wealth Management, based in Gilbert, AZ, with 2 years of industry experience. Lynnae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 224 clients with $100M 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 $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. Accounts opened at Betterment will be assessed a 0.12% annualized asset-based fee, which is in addition to our own fee per the fee schedule above.
Fee Estimator
Location
2162 E Williams Field Rd Suite 111, Gilbert, AZ, 85295
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Redeem Wealth Management
Previous Registrations
Pathstone
State Registrations1 state
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