Roark Head
Roark Head is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Fairbanks, AK, with 43 years of industry experience. Roark 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
100 Cushman Street, Suite 501, Fairbanks, AK, 99701
Get directionsHistory
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 ActivitiesSells Insurance
Roark is a passive investor in personal/private investments since 2021 and owns Concurrent Investment Advisors, LLC, where he builds/maintains models and meets with clients full-time. He also works as an agent selling fixed/traditional insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Wedbush Securities INC.
Wedbush Securities INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Shearson Lehman Brothers INC.Broker
Foster & Marshall/american Express 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.