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AJ
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Anthony Javarone

Concurrent Investment Advisors, LLC
36 Years of Experience
West Palm Beach, FL
2 Disclosures
View SEC Summary
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Anthony Javarone is a registered investment advisor at Concurrent Investment Advisors, LLC, based in West Palm Beach, FL, with 36 years of industry experience. Anthony 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

1615 Forum Place, 5th Floor, West Palm Beach, FL, 33401

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History

Regulatory History (2)
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.
Employment Separation After Allegations
January 2016
Customer Dispute
October 1993
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony is the managing director and 100% owner of Javarone Group LLC, which manages Insight Private Wealth and Insight Institutional Consulting. This takes nearly full-time hours and is commission/fee based.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
International Assets Investment Management, LLC
December 2016 - May 2025 · 8 yrs 5 mos
International Assets Advisory, LLCBroker
August 2016 - May 2025 · 8 yrs 9 mos
Morgan Stanley
June 2009 - January 2016 · 6 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2016 · 6 yrs 7 mos
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.
April 1991 - April 2008 · 17 yrs
Citigroup Global Markets INC.Broker
September 1989 - April 2008 · 18 yrs 7 mos
State Registrations1 state
FL
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.
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