Katharine Corbin
Katharine Corbin is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 45 years of industry experience. Katharine 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
14415 N 73 Rd Street, #111, Scottsdale, AZ, 85260
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Regulatory History (3)
Customer Dispute
April 2019Customer Dispute
October 2009Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Katharine is the Secretary of Corbin Financial, selling securities and fixed insurance products full-time, and Owner/VP of Corbin Group Benefits, dealing with fixed insurance and 401(k)s, taking about a quarter of her time. She also serves on the board of trustees for the Arizona Science Center and as an advisory board member for Lowell Observatory, dedicating about 10-20% of her time and minimal time, respectively.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Transamerica Financial Resources, INC.Broker
Accumulation Planning, INC.Broker
MML Investors Services, INC.Broker
Transamerica Financial Resources, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations20 states
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.