Concord Wealth Partners offers financial planning covering retirement, education, insurance, estate planning, and taxes. They also provide investment advisory services, tailoring advice to client needs and objectives. CWP typically uses Concord Asset Management, an affiliated firm, for investment management. Clients can grant CWP discretionary authority to manage their accounts. CWP also offers retirement plan consulting services.
Assets Under Management$950M
Clients1,284
Advisors12
Avg. per Client$740K
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are negotiable and can vary based on several factors. Concord Asset Management, an affiliated sub-advisor, charges an additional 0.25% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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