Charley Corbett is a CFP-designated registered investment advisor at Local Wealth Advisors, based in Naples, FL, with 16 years of industry experience. Charley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 33 clients with $5.3M 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 | Included |
Wealth management services are charged as a flat annual fee of up to $40,000 rather than a percentage of your portfolio, paid quarterly in arrears.
Fee Estimator
Location
999 Vanderbilt Beach Rd.,, Suite 200, Naples, FL, 34108
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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.
Learn about disclosures →Employment History
Current Registrations
Local Wealth Advisors
Previous Registrations
Aviance Capital Partners LLC
Nova Wealth Management, INC.
Forme Financial
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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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