Liatriz Levy
Liatriz Levy is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 28 years of industry experience. Liatriz 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
Liatriz works full-time as a financial advisor for Concurrent Investment Advisors DBA Old Town Advisors. She also sells fixed/traditional insurance products, dedicating minimal time, and is an owner of The Hamilton Group and Agri-Equine LLC, spending minimal and about 10-20% of her time, respectively, on these ventures.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Financial Network Investment CorporationBroker
Pnmr Securities, 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.