Concordia Wealth Planning (CWP) offers wealth planning programs (Basic, Advanced, Comprehensive) that include investment advice. Investment management is offered as an add-on service. CWP also provides professional coordination services, project-based services, and retirement plan consulting. CWP manages client funds based on individual needs and goals. They may recommend independent managers and use platforms like Taiko and Vise AI Advisors. CWP generally recommends that certain Custodians serve as the broker-dealer/custodian for client investment management assets.
Assets Under Management$48M
Clients63
Advisors5
Avg. per Client$770K
Avg. per Advisor$9.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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