Andrew Ramsey
Andrew Ramsey is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Alpharetta, GA, with 24 years of industry experience. Andrew 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
2325 Lakeview Parkway, Suite 175, Alpharetta, GA, 30009
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
Andrew is an advisor/owner/partner at Concurrent Investment Advisors DBA Lumature Wealth Partners, LLC, providing financial guidance and portfolio management, taking about half of his time. He also sells fixed insurance products and is involved with several committees and holding companies, requiring minimal time.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Lumature Wealth Partners, LLC
Raymond James Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Goldman Sachs Personal Financial Management
Girard Securities, INC.
Girard Securities, INC.Broker
Professional Advisory Resources, LLC
Ppa Investments, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations2 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.
Exams
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