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Mark Culver

Concurrent Investment Advisors, LLC
35 Years of Experience
Longmont, CO
1 Disclosure
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Mark Culver is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Longmont, CO, with 35 years of industry experience. Mark 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
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
—
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Location

Longmont, CO

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History

Regulatory History (1)
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Regulatory
September 2015
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
October 2025 - Present · 1 yr
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

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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