BC
BC

Brad Corbett

12 Years of Experience
Durham, NC

Brad Corbett is a registered investment advisor at Verity Asset Management, based in Durham, NC, with 12 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,838 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
5,838 clients
Average Client Portfolio
$198K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $150K1.20%
$150K - $250K1.15%
$250K - $500K0.95%
$500K - $750K0.75%
$750K - $1.0M0.60%
$1.0M - $2.5M0.50%
$2.5M+0.45%

Enhanced Income Model charges a flat 0.60% and Tax-Exempt Income Model charges a flat 0.90%. Certain models carry additional strategy-specific management fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

280 S Mangum St, Ste 550, Durham, NC, 27701-3676

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brad is a board member at Thalweg Capital Management, LLC, a real estate company, since April 2025. He dedicates minimal time to providing oversight and governance.

Employment History
Current Registrations
Verity Asset Management
September 2014 - Present · 12 yrs 1 mo
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.
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