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seller-profile

Keith Corbett

6 Felton Ln

West Newbury, MA 01985

978-775-1287

Institutional grade, personal touch

About Bluebird Wealth Management

We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.

General Information

Firm Start Year

2018

No.of Employees

2-4

Firm CRD#

293420

Name of Broker/Dealer

N/A

Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in

MA, with the ability to serve clients throughout the United States

Years of Experience in Financial Services

11

Number of Years with Current Firm

1

Work Experience

Keith's prior work experience includes Fidelity Investments and Fisher Investments. He previously held his series 7, 63, 66, life and health insurance licenses. These licenses are required to sell Financial Products such as Mutual Funds, ETFs, REITs, Annuities and Life Insurance. Bluebird Wealth does not sell Financial Products. Keith's expertise gives him the ability to complete a thorough review of any Financial Product a client owns or is considering purchasing.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors, Investment Clubs

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts, Investment Advice & Management

Services

Investment Types

Mutual Funds, Bonds, Options & Futures, Alternative Investments, Stocks, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Your Home, Your Office, Video Conference, Via Phone

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Firm Information

Firm's Number of Clients

80

Firm's Number of Planning Clients

70

Firm's Number of Managed Clients

80

Assets Managed by Firm

$90,000,000

Advisor's Number of Clients

80

Advisor's Number of Managed Clients

80

Advisor's Number of Planning Clients

70

Assets Managed by Advisor

$90,000,000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Hourly

Fee % Based on Assets

1%

Hourly Rate

$350

Additional Details on Charges

We do not earn commissions or referral bonuses. We are an Independent RIA and do not sell financial products.

Minimum Fee Charged for Managed Accounts

$2500

Minimum Fee Charged for Hourly Planning Accounts

$700/annually

Education

BS in Business Administration - Finance

University of New Hampshire
2006 - 2010