Corbett Wealth Management provides customized portfolio management strategies to individuals and high-net-worth individuals. Corbett Wealth Management offers discretionary portfolio management services, including personalized asset allocations and portfolio construction strategies. While Corbett Wealth Management does not prepare financial plans, they incorporate limited aspects of financial planning to assist clients in understanding their overall financial goals.
Assets Under Management$67M
Clients35
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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