Corbett Laduke
Corbett Laduke is a CFP-designated registered investment advisor at Trajan Wealth, L.L.C., based in Scottsdale, AZ, with 18 years of industry experience. Corbett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 10,633 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fees generally range from 0.50% to 1.50%, but may range between 1.50% and 2.00% for smaller accounts or complex relationships. Fees are negotiable.
Fee Estimator
Location
18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2010Customer Dispute
November 2009Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Corbett is a partner in LaDuke Enterprises LLP, involved in real estate/rental properties and coordinating subcontractors. He also works as an insurance agent selling various insurance products, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Trajan Wealth, L.L.C.
Previous Registrations
Charles Schwab & CO., INC.
State Registrations1 state
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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