Michael Corbett is a CFA, CFP-designated registered investment advisor at Wealtheq, based in Erie, CO, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 12 clients with $26M in assets under management.
Compensation
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Fee Structure
WealthEQ offers three services with different fee structures. The Personal Chief Financial Officer service requires investment management. Fees are fixed based on a percentage of the starting value of assets managed or advised on. The percentage is tiered, meaning it's lower for higher asset values.
For the Personal Chief Financial Officer service, discounts are available for completing a wealth plan and staying invested for 5 years. For the Outsourced Chief Investment Officer service, the fee decreases each year for the first three years. For Captive Investment Management, the fee adjusts for premium additions, not investment growth.
Location
1804 Alpine Dr, Erie, CO, 80516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealtheq
Previous Registrations
Innovest Portfolio Solutions LLC
Bessemer Investor Services, INC.Broker
State Registrations1 state
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