Advisor at Trajan Wealth, L.L.C.
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Firm
Trajan Wealth, L.L.C.
Location
Scottsdale, AZ 85255
Credentials
CFP®, Series 63, Series 66
Industry experience
30 years
Corbett Laduke is a CFP® with 30 years of industry experience, currently serving as an advisor at Trajan Wealth, L.L.C. since 2016. He previously worked at Laduke And Wahrendorf LLC and has been a partner at Laduke Enterprises LLP since 2002, where he coordinates subcontractors on home developments. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.
Based on Trajan Wealth, L.L.C.
Based on Trajan Wealth, L.L.C.
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
18700 North Hayden Road, Suite 470
Scottsdale, AZ 85255
Arizona
Trajan Wealth, LLC
2016 - Present (10 years)
Laduke And Wahrendorf Llc
2009 - 2019 (10 years)
Laduke Enterprises Llp
2002 - Present (24 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Other specialized services
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Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 65
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Series 63, Series 65
Scottsdale, AZ
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Series 65
Scottsdale, AZ
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