Voselyn Williams-Barnes
Voselyn Williams-Barnes is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 25 years of industry experience. Voselyn 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
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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
Voselyn works as a Portfolio Associate for Crownmark Wealth Advisors, a support company, dedicating nearly full-time hours to this role. This is the DBA under which Voselyn's advisory business will be conducted.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Concurrent Investment Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Securian Financial Services, INC.
Gv Financial Advisors, INC.
Gv Financial Advisors, INC.
Securian Financial Services, INC.Broker
First Investors CorporationBroker
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.