Concord Asset Management (CAM) offers investment sub-advisory services to other registered investment advisors. CAM works with these advisors to create customized investment strategies for their clients, using exchange-traded funds (ETFs), individual stocks and bonds, mutual funds, options, and alternative investments. CAM does not maintain custody of client funds.
Assets Under Management$520M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$260M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be negotiable based on several factors, including the amount of assets to be managed, portfolio composition, and the scope and complexity of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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