Brad Corbett is a registered investment advisor at Verity Asset Management, based in Durham, NC, with 11 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 5,730 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
These fees apply to accounts at AXOS Advisor Services, Charles Schwab Institutional, Fidelity IWS, and PCS. Alternate fee arrangements are available and may be agreed upon based on individual circumstances. The Enhanced Income Model has a flat 0.60% annual advisory fee, and the Tax-Exempt Income Model has a flat 0.90% annual advisory fee. Model-specific and strategy-specific investment management fees may also apply.
Fee Estimator
Location
280 S Mangum St, Ste 550, Durham, NC, 27701-3676
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brad is a board member at Thalweg Capital Management, LLC, a real estate company, since April 2025. He dedicates minimal time to providing oversight and governance.
Employment History
Current Registrations
Verity Asset Management
State Registrations1 state
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