Charley Corbett is a CFP-designated registered investment advisor at Local Wealth Management, 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Local Wealth Management charges a flat annual fee of up to $40,000 for wealth management services, which includes investment management. This fee is paid quarterly. The final fee is negotiable and outlined in the advisory contract. If LWM uses an outside manager, the client will also pay the outside manager's fee, but the combined fee will not exceed 2% of assets under management. Financial planning is included at no additional fee.
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.