TrueAdvisor
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CFP
MM
CFP

Michael Mikeska

Concurrent Investment Advisors, LLC
35 Years of Experience
Dallas, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Mikeska is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Dallas, TX, with 35 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. 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
287 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

12240 Inwood Road, Suite 200, Dallas, TX, 75244

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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
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a financial advisor and relationship manager at Concurrent Investment Advisors, dedicating full-time hours to this role. He also works as an agent at an independent insurance agency, providing fixed/traditional insurance solutions, and is involved with several non-profit organizations and business ventures, including MPM Interests, LLC and Mikeska Family Royalties LLC.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
April 2023 - Present · 3 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2019 - May 2023 · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2019 - May 2023 · 4 yrs 1 mo
Wells Fargo Clearing Services, LLC
July 2009 - May 2019 · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2009 - May 2019 · 9 yrs 10 mos
Wachovia Securities, LLCBroker
February 2002 - July 2007 · 5 yrs 5 mos
Wachovia Securities, LLC
February 2002 - July 2007 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
July 1998 - March 2002 · 3 yrs 8 mos
Southwest Securities, INC.Broker
September 1992 - July 1998 · 5 yrs 10 mos
Dean Witter Reynolds INC.Broker
November 1990 - October 1992 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - November 1990 · 1 yr 1 mo
Crews & Associates, INC.Broker
June 1988 - April 1989 · 10 mos
First State Investments, INC.Broker
June 1988 - August 1988 · 2 mos
State Registrations7 states
FLGANMSCTXUTWI
AdvisorBrokerBoth

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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