Katelyn Meuse
Katelyn Meuse is a CFP-designated registered investment advisor at Arete Wealth Strategists, based in Brisbane City, with 2 years of industry experience. Katelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 91 clients with $110M 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 - $1000K | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.41% |
$2,900/year minimum AUM fee applies for IM Only. For clients <$750K AUM, 1 meeting annually.
Fee Estimator
Location
123 Eagle St, Level 6, Brisbane City, QLD 4000
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.