Keith Corbett is a CFP-designated registered investment advisor at Bluebird Wealth Management LLC, based in Amesbury, MA, with 14 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 98 clients with $140M 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees, account minimums, and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Location
12 Oakland Street, Suite 308, Amesbury, MA, 01913
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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 →Other Business Activities
Keith is a member of the finance committee for Haverhill Country Club, dedicating minimal time to managing the club's finances. Keith also owns a rental property with his wife, but does not manage it.
Employment History
Current Registrations
Bluebird Wealth Management LLC
Previous Registrations
Fisher Investments
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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