MC
MC
Mark Culver
34 Years of Experience
Longmont, CO
1 Disclosure
Mark Culver is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Longmont, CO, with 34 years of industry experience. Mark 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
241 advisors
Number of Clients
10,278 clients
Average Client Portfolio
$963K average
Assets Under Management
$9.9B
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Longmont, CO
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Regulatory History (1)
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Regulatory
September 2015Final
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
October 2025 - Present · 6 mos
Previous Registrations
Epiqwest Culver Wealth Advisors LLC
June 2020 - October 2025 · 5 yrs 4 mos
Culver and Company, INC.
August 2002 - December 2002 · 4 mos
Culver and Company, INC.
July 2000 - December 2005 · 5 yrs 5 mos
Culver Investment Company, LLC
July 2000 - December 2020 · 20 yrs 5 mos
Culver Investment Company, LLC
July 2000 - December 2002 · 2 yrs 5 mos
Investment Management & Research, INCBroker
October 1993 - September 1997 · 3 yrs 11 mos
Paulson Investment Company, INC.Broker
October 1991 - October 1993 · 2 yrs
Gene Morgan FinancialBroker
June 1989 - October 1991 · 2 yrs 4 mos
Investment Management & Research, INCBroker
July 1988 - August 1989 · 1 yr 1 mo
State Registrations1 state
CO
Advisor
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Exams
No exam information available for this advisor.