Michael Sutton Corbett
Advisor at WealthEQ — Erie, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, CFA®, Series 63
Experience Industry experience
9 years
Location
Erie, CO 80516
WealthEQ
Independent
Total advisors
1Clients per advisor
11 TypicalAvg AUM per client
$2,322,727 Very HighHNW client ratio
100% Very HighMichael Corbett is a CFP® and CFA® with nine years of industry experience. He is the sole advisor at WealthEQ, an independent firm based in Erie, Colorado, where he has worked since 2022. Prior to WealthEQ, he was with Innovest Portfolio Solutions for three years and Bessemer Trust for five years. WealthEQ provides wealth management and investment advisory services to high-net-worth individuals, families, family offices, and captive insurance companies. The firm employs a research-based investment approach that combines goals-based and liability-driven portfolio construction with behavioral finance, automation, and quantitative analysis.
May charge one-time flat fee in advance for extensive or complex planning requested by prospective clients; no additional fee for completing wealth plans in normal service
$0 - Not explicitly stated: For Personal Chief Financial Officer: tiered fixed fee with discounts up to 0.0080 (0.80%) starting rate with potential reductions totaling 0.0030 (0.30%) resulting in a possible fee of 0.0050 (0.50%) after incentives and adjustments Not explicitly stated - Not explicitly stated: For Outsourced Chief Investment Officer (OCIO): fixed fee that steps down over three years and adjusts for inflation after year three; exact tiers not fully detailed but fee decreases each year during first three years $0 - Not explicitly stated: For Captive Investment Management: tiered fixed fee based on starting asset value with adjustments for premium additions; exact tiers not explicitly stated
Account minimum: $1,000,000 for Personal Chief Financial Officer service and Captive Investment Management; $25,000,000 for Outsourced Chief Investment Officer (OCIO) service Fee-only: Fixed fees calculated as a tiered percentage of starting asset values for each service; no commissions or performance-based fees
Erie, CO
1804 Alpine Dr
Erie CO 80516
Advisors at this office
1
Colorado
9 years of industry experience
WealthEQ
2022 - Present • 4 years
Erie, CO
Innovest Portfolio Solutions
2019 - 2022 • 3 years
Denver, CO
Bessemer Trust
2014 - 2019 • 5 years
Denver, CO
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Real estate agent
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Other specialized services
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