Erik Strid
Erik Strid is a CFP, ChFC-designated registered investment advisor at Concentus Wealth Advisors, based in Newtown Square, PA, with 32 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 322 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concentus Wealth Advisors charges a percentage of your portfolio annually for investment management services. The maximum annual fee is 1.50%. There is also a minimum quarterly fee of $625.
For investment management with ongoing guidance/planning, the maximum annual fee is also 1.50%, subject to the same minimum quarterly fee. In addition, there is a flat fee for ongoing guidance/planning, ranging from $2,500 to $20,000 for Private Wealth Management, with custom pricing for Family Office services. Additional fees may apply based on the complexity of the engagement.
Location
3803 West Chester Pike, Suite 225, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (1)
Criminal
March 1990Other Business ActivitiesSells Insurance
Erik is the CEO/Principal of Concentus Wealth Advisors, dedicating nearly full-time hours to this role. He is also involved in several insurance-related businesses, including PKS Financial Services, Millenium Brokerage Group, TIME, Dynasty Insurance Services, and BKA Private Wealth Consultants, and is the author of two books.
Employment History
Current Registrations
Concentus Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.