Lacey Corbett is a registered investment advisor at J.P. Morgan Securities LLC, based in Hopkinton, MA, with 28 years of industry experience. Lacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
Hopkinton, MA
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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.
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Lacey is the owner/partner of Superflare, LLC, an LLC for her son to learn coding and write gaming software, and Seaside Farm, LLC, which owns a vacation home that she and her wife may rent out. Lacey also offers bank products and services as an employee of JPMorgan Bank.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Robertson Stephens, INC.Broker
Chase Securities INC.Broker
Hambrecht & Quist LLCBroker
State Registrations40 states
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