Corbett Road Capital Management offers professional investment management services primarily to financial advisory firms, institutions, and individual clients who invest $20 million or more. The firm provides a wide variety of proprietary investment solutions, including tactical strategies designed to adjust equity exposure based on market conditions, active growth and value strategies, hybrid models designed for taxable accounts, and passive asset allocation portfolios built using exchange-traded funds. Corbett Road Capital Management focuses heavily on risk management and dynamic asset allocation across various economic cycles. The investment solutions are accessed through third-party investment advisors, broker-dealers, or dual-contract arrangements. The firm's leadership team holds advanced credentials such as Certified Financial Planner and Chartered Financial Analyst designations, bringing extensive experience in portfolio management and market research.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees are billed monthly. Some strategies incur additional underlying exchange-traded fund costs ranging from 0.09% to 0.67% annually. Fees are negotiable based on account size, complexity, and other factors.