Paul Guerra
Paul Guerra is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 32 years of industry experience. Paul 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
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
Get directionsHistory
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 ActivitiesSells Insurance
Paul is a sole proprietor and licensed insurance producer since 1991, dedicating about 10-20% of his time to insurance production duties. He is also a managing member of MLC Island Properties LLC, spending minimal time on managerial and operational duties.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Brookshire Wealth Management
Wealthsource®
Southport Capital
Brookshire Wealth Management
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Brookshire Financial Group, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Linsco/private Ledger CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
Princeton Securities CorporationBroker
State Registrations1 state
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