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Bluebird Wealth Management

Tel: 978-775-1287
6 Felton Ln
West Newbury, MA 01985

Institutional grade, personal touch

Bluebird Wealth Management | Financial Advisor in West Newbury ,MA

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
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


Education

BS in Business Administration - Finance  University of New Hampshire - Durham, NH
2006-2010


Keith Corbett

Bluebird Wealth Management

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.

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My Services

Financial Planning for Individuals

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

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

Assist clients with understanding their options, weighing the pros and cons of each as it relates to their personal situation and preferences.


My Team

Keith Corbett Keith Corbett

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 pe ...more

Brian Sokolowski Brian Sokolowski CFA

Brian's broad and deep investment management experience includes research across sectors, styles, asset classes and geographies; portfolio management; and client relationship management. At his prior firm, Brian was responsible for investment strategy, leading the equity research effort and team, and managing two of the firm's equity strategies including the flagship investment offering, with assets in excess of $1 billion. In addition, Brian has extensive experience helping individual and insti ...more

Communities Served

We have the ability to serve clients throughout the United States with in person meetings available in MA
NH ME
VT CT and RI.

Compensation Arrangements

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