Assets Under Management
$946.0M
Number of Clients
1,284
Number of Advisors
12
Average Client AUM
$737K
AUM per Advisor
$78.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Concord Wealth Partners offers financial planning and investment advisory services tailored to client needs. Planning covers retirement, education, insurance, estate, and taxes. Investment advice is tailored to client objectives and risk tolerance, with ongoing portfolio supervision. They may engage Concord Asset Management (CAM) as a sub-adviser.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are subject to negotiation and may vary based on several factors.
955 West Main Street, Abingdon, VA, 24210-2427