Leah Bennett is a CFA-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Houston, TX, with 28 years of industry experience. Leah 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
5300 Memorial Drive, Suite 1175, Houston, TX, 77007
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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
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