Corlett Financial is a registered investment advisor based in San Diego, California, founded by Kenneth Corlett. Corlett Financial offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon. The firm creates personalized investment policy statements and assists clients with asset allocation, strategy selection, and regular portfolio monitoring. In addition to investment management, Corlett Financial provides comprehensive financial planning covering areas such as retirement, taxes, insurance, debt, and college savings. Clients can also receive ongoing financial consulting services or subscription newsletters covering economic commentary and educational financial topics. Corlett Financial primarily recommends mutual funds, fixed income securities, exchange-traded funds, real estate funds, and individual equities, utilizing strategies that include long-term and short-term trading as well as short sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable. Fees are billed quarterly in advance.