Your Richest Life is a financial planning and investment advisory firm founded in 2014 and led by Katie Brewer. The firm provides comprehensive financial planning, ongoing planning retainers, and tailored investment management services to individuals and high-net-worth clients. Your Richest Life takes a passive investment approach, using index mutual funds and exchange-traded funds to build diversified portfolios tailored to each client's goals, time horizon, and risk tolerance. In addition to personal wealth management, Your Richest Life offers retirement plan consulting for employer-sponsored plans. The firm operates with a commitment to acting in clients' best interests as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees for accounts over $2,000,000 are negotiable. Fees are prorated and paid in arrears on a monthly or quarterly basis.
