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 | |
| Gender: | Male |
| 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 |
| 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 Products a client owns or is considering purchasing. |
| I work with the following types of clients: | Non-Profit Organizations, Investment Clubs, Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management |
Services |
| Investment Types: | Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At my office, At your home, At your office, Via Phone, Video Conference |
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 |
Compliance |
| Registered Investment Advisor: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
| 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 |
| BS in Business Administration - Finance |
University of New Hampshire - Durham, NH
2006-2010 |
Keith's experience as a Financial Advisor includes prior roles with two of the largest investment firms in the US, where he held thousands of financial planning meetings and was responsible for guiding over $700 million in client assets. Keith's broad experience in the industry has given him a thorough understanding of the various products and services that are made available to investors through Broker-Dealers, RIAs and Insurance Companies. Keith applies this experience to build and maintain personalized financial plans for individuals and families, always acting in the best interest of clients.
Financial Planning for Individuals |
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Our approach to financial planning is to leverage robust web-based technology to securely aggregate your full financial picture. We then work with you to create a personalized financial planning roadmap |
Portfolio Management |
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We build custom portfolios to fit the specific needs and preferences of our clients. Our starting point in portfolio construction is to address the goals of each portfolio, and adapt our approach to meet these objectives. Our clients have direct access to their portfolio manager to ensure a personalized investment experience. |
401K Rollovers |
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Assist clients with understanding their options, weighing the pros and cons of each as it relates to their personal situation and preferences. |
Keith Corbett
Brian Sokolowski
CFA
| We have the ability to serve clients throughout the United States | with in person meetings available in MA |
| NH | ME |
| VT | CT and RI. |
| Check | Bank Transfer |