William Mead
William Mead is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Colorado Springs, CO, with 39 years of industry experience. William 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
9475 Briar Village Pt., Ste 316, Colorado Springs, CO, 80920
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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
William is a financial advisor through an outside RIA, spending full-time hours on this role. He also serves as the President of the Advisory Board for Colorado Health Network, a non-profit, dedicating a few hours per week to this role.
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
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Shearson Lehman Hutton 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.