Concurrent Investment Advisors provides wealth management and investment management services, including financial planning and consulting. They create customized investment solutions using exchange-traded funds, mutual funds, individual stocks, and bonds. Concurrent also offers retirement plan advisory services to plan sponsors and participants. They may use unaffiliated investment managers or their affiliated firm, Concurrent Asset Management, for client portfolios.
Assets Under Management$9.9B
Clients10,278
Advisors241
Avg. per Client$960K
Avg. per Advisor$41M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
241 Advisors at this firm
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