Michael Corbett
Advisor at WealthEQ
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.
Advisor at WealthEQ
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.
Location
Erie, CO 80516
Credentials
CFP®, CFA®, Series 63
Industry experience
9 years
Michael Corbett is a CFP®, CFA®, and Series 63 licensed advisor with nine years of industry experience. He currently serves as the sole advisor at WealthEQ, an independent firm, and previously worked at Innovest Portfolio Solutions and Bessemer Trust. WealthEQ provides wealth management and investment advisory services to high-net-worth individuals and families, family offices, and captive insurance companies. The firm employs a research-based, goals- and liability-driven investment approach, offering services including discretionary and non-discretionary portfolio management, integrated wealth and tax planning, private market access for accredited investors, and real-time reporting.
Based on WealthEQ
One-time fee for extensive planning or complex situations may be requested; no additional fee for wealth plan completion within Personal CFO service.
$0 - $5 million: 0.80% (Personal CFO) Greater than $5 million - $10 million: 0.75% (Personal CFO) Greater than $10 million - $20 million: 0.70% (Personal CFO) Greater than $20 million+: Custom (Personal CFO) $0 - $50 million: Year 1: 0.500%; Year 2: 0.450%; Year 3: 0.400% (OCIO) Greater than $50 million - $75 million: Year 1: 0.400%; Year 2: 0.350%; Year 3: 0.300% (OCIO) Greater than $75 million - $150 million: Year 1: 0.300%; Year 2: 0.250%; Year 3: 0.200% (OCIO) Greater than $150 million - $500 million: Year 1: 0.250%; Year 2: 0.200%; Year 3: 0.175% (OCIO) Greater than $500 million - $1 billion: Year 1: 0.200%; Year 2: 0.175%; Year 3: 0.150% (OCIO) Greater than $1 billion+: Custom (OCIO) $0 - $5 million: 0.70% (Captive Investment Management) Greater than $5 million - $10 million: 0.55% (Captive Investment Management) Greater than $10 million - $20 million: 0.40% (Captive Investment Management) Greater than $20 million+: Custom (Captive Investment Management)
Account minimum: $1,000,000 Minimum fee: Personal CFO minimum annual fee $8,000; OCIO minimum annual fee $125,000; Captive Investment Management minimum annual fee $7,000 Fee-only: All fees are fixed fees based on asset values; no commissions charged.
1804 Alpine Dr
Erie, CO 80516
Colorado
WealthEQ
2022 - Present (4 years)
Innovest Portfolio Solutions
2019 - 2022 (3 years)
Bessemer Trust
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")