Keith Huberman
Keith Huberman is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Houston, TX, with 27 years of industry experience. Keith 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
25420 Kuykendahl, Suite A400, Houston, TX, 77375
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Keith has passive ownership in Concurrent Partners 1 and is an officer at TailorMade Financial, a support company for insurance processing. He also works at TailorMade Financial, Inc. providing wealth management and processing insurance products about half his time, and at Concurrent Investment Advisors providing wealth management and investment advice about a quarter of his time. Keith also sells fixed insurance products and is President of TailorMade Twenty, LLC.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
American General Equity Services CorporationBroker
P.J. Robb Variable CorporationBroker
The Leaders Group, INC.Broker
AXA Distributors, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.