BC
BC

Brett Corbin

12 Years of Experience
Louisville, KY
1 DisclosureBroker

Brett Corbin is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 12 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

4803 Olympia Park Plaza, 4th Floor Suite 4000, Louisville, KY, 40241

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History

Regulatory History (1)
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Financial
June 2021
Final
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2024 - Present · 2 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
September 2014 - February 2024 · 9 yrs 5 mos
Raymond James & Associates, INC.Broker
May 2014 - February 2024 · 9 yrs 9 mos
State Registrations17 states
AZCACOCTFLGAILINKYMDMTNCOHPATNVAWI
AdvisorBrokerBoth

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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