Thomas Greco is a CFP-designated registered investment advisor at Concentus Wealth Advisors, based in Newtown Square, PA, with 15 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Concentus Wealth Advisors
Previous Registrations
Wells Fargo Advisors, LLC
State Registrations3 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.