Alec Price
Alec Price is a registered investment advisor at Concurrent Investment Advisors, LLC, based in West Berlin, NJ, with 37 years of industry experience. Alec 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.
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 negotiable. Clients also incur a custody, platform, and administration fee typically equal to 0.05% annually.
Fee Estimator
Location
560 N Rte 73,, West Berlin, NJ, 08091
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2010Other Business ActivitiesSells Insurance
Alec is dually registered as an investment advisor representative and a registered representative, spending most of his time as an investment advisor representative. He also provides fixed insurance and annuity advice and owns 73 Holdings LLC, renting office space, dedicating about 10% of his time to each of these activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Morgan Stanley Dw INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations11 states
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.