Concentus Wealth Advisors

View SEC Summary

Assets Under Management

$899.1M

Number of Clients

322

Number of Advisors

Average Client AUM

$2.8M

AUM per Advisor

$112.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Concentus Wealth Advisors offers investment management with continuous supervision, ongoing guidance/planning (investment strategy, scenario analysis, tax/estate/insurance planning), and financial planning/consulting. They build diversified portfolios based on client goals, considering bonds, equities, ETFs, and mutual funds. Clients can impose restrictions on investments.

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$2,500

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net Worth

Location

3803 West Chester Pike, Suite 225, Newtown Square, PA, 19073

8 Advisors at this firm

Nathan Josiah Hayward

Paige E Deasy

CFP · ChFC

Patrick Johnson

Paul Flick Strid

CFP