Leah Bennett is a CFA-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Houston, TX, with 29 years of industry experience. Leah 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.
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
5300 Memorial Drive, Suite 1175, Houston, TX, 77007
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 Activities
Leah serves on multiple boards, including Saguaro Capital, Southwestern National Bank, Christus Foundation, Artpace, and Elevation Family Partner Foundation. She is also the Chief Investment Strategist of Concurrent Asset Management and the sole owner of Elevate Family Partners, a support company for advisory production, dedicating minimal time to it.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Westwood Wealth Management
South Texas Money Management, LTD.
King Investment Advisors, INC.
State Registrations1 state
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
More Advisors
- Robert BurksConcurrent Investment Advisors, LLC
- Gary Wurl, CFPConcurrent Investment Advisors, LLC
- Lauren Smith, CFPConcurrent Investment Advisors, LLC
- Juan Casas, CFPConcurrent Investment Advisors, LLC
- David Ahlquist, CFPConcurrent Investment Advisors, LLC
- Steven Vannostrand, CFPConcurrent Investment Advisors, LLC