Lindy Moss is a registered investment advisor at Concentric, based in Boston, MA. Lindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,552 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concentric Innovation charges a quarterly fee for its services, which varies depending on the specific agreement with each client or registered investment advisor (RIA). The fee schedule for direct clients ranges from approximately 0.00% to 0.50% per year. For sub-advisory relationships, fees range from approximately 0.05% to 0.50% per year, depending on the platform, strategy, and complexity of the engagement. These fees are subject to change with notice. Additional fees may include third-party model manager fees and index or benchmark provider fees.
Location
24 Federal Street, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Concentric
State Registrations2 states
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