TrueAdvisor
TrueAdvisor
MK
CFP
MK
CFP

Mark Kalish

Concurrent Investment Advisors, LLC
38 Years of Experience
Port St. Lucie, FL
1 Disclosure
View SEC Summary
View SEC Summary

Mark Kalish is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Port St. Lucie, FL, with 38 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,277 clients with $16B in assets under management.

Concurrent Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
13,277 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.70%
$2.0M - $3.0M1.60%
$3.0M - $5.0M1.50%
$5.0M - $7.5M1.40%
$7.5M - $10.0M1.30%
$10M+1.00%

Fees are incremental and negotiable. Clients also incur a custody, platform, and administration fee typically equal to 0.05% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Port St. Lucie, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark owns commercial real estate since 2014 and another unspecified business since 2014, dedicating minimal time to the latter. He also does tax preparation since 2010, but spends no time on it currently.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
March 2026 - Present · 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2006 - April 2026 · 19 yrs 6 mos
Ameriprise Financial Services, LLCBroker
December 1992 - April 2026 · 33 yrs 4 mos
Ids Life Insurance CompanyBroker
December 1992 - July 2006 · 13 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1983 - September 1988 · 5 yrs 1 mo
State Registrations2 states
FLTX
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Port St. Lucie, FL →All financial advisors in Florida →