Louis Ciliberti
Louis Ciliberti is a CFP, ChFC-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 34 years of industry experience. Louis 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
Louis is a registered investment advisor and financial advisor with Concurrent Investment Advisors, spending about half his time on client interaction and portfolio management. He also serves as President of Louis C Ciliberti & Associates, Ltd., focusing on life and health insurance sales and service, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Thrivent Advisor Network, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, LLCBroker
Professional Planning Services
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
North Ridge Securities CORP.Broker
Park Avenue Securities LLCBroker
Ws Griffith Securities, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations7 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.