Michael Valenta
Michael Valenta is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Westminster, CO, with 37 years of industry experience. Michael 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
12245 N. Pecos Street, Unit 100, Westminster, CO, 80234
Get directionsHistory
Regulatory History (7)
Customer Dispute
July 2023Customer Dispute
July 2022Customer Dispute
June 2022Customer Dispute
May 2022Customer Dispute
June 2009Customer Dispute
May 2009Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Michael is the owner of Valenta Capital Management, LLC, a DBA support company for his advisory business, dedicating full-time hours to it. He also owns an office building through VCM Partners, LLC, spends minimal time on two rental properties in Memphis, TN, and works as an independent insurance agent selling traditional and fixed insurance for a few hours per week.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Valenta Capital Management, INC.
Rmin Securities, INC.
Rmin Securities, INC.Broker
Securities America, INC.Broker
Wma Securities, INC.Broker
Liberty Securities CorporationBroker
Pamco Securities and Insurance ServicesBroker
Farwest Securities, INC.Broker
Financial Programs, INC.Broker
First Investors CorporationBroker
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.