Charles Costa
Charles Costa is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Alpharetta, GA, with 43 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Location
2325 Lakeview Pkwy, Ste. 175, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles works as an advisor at Lumature Wealth Partners LLC since 2020. This takes about half of his time.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Lumature Wealth Partners, LLC
Raymond James Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Professional Planning Advisors,llc
Ppa Investments, INC.Broker
Wzw Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.