Corbett Laduke
Corbett Laduke is a CFP-designated registered investment advisor at Trajan Wealth, L.L.C., based in Scottsdale, AZ, with 30 years of industry experience. Corbett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,955 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trajan Wealth charges a percentage of your portfolio each year. The highest fee is generally 1.75%, but in limited circumstances, it could be up to 2.00%. The fees are deducted from your account either monthly or quarterly. The specific fee and billing schedule will be detailed in your investment advisory agreement.
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.