TrueAdvisor
TrueAdvisor
JP
CFP
JP
CFP

Joshua Patterson

Concurrent Investment Advisors, LLC
27 Years of Experience
Houston, TX
3 Disclosures
View SEC Summary
View SEC Summary

Joshua Patterson is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Houston, TX, with 27 years of industry experience. Joshua 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.

Concurrent Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
287 advisors
Number of Clients
13,277 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.70%
$2.0M - $3.0M1.60%
$3.0M - $5.0M1.50%
$5.0M - $7.5M1.40%
$7.5M - $10.0M1.30%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4900 Woodway, Suite 1250, Houston, TX, 77056

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2017
Withdrawn
Customer Dispute
November 2016
Withdrawn
Customer Dispute
June 2016
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joshua is a limited partner in Patterson Financial, LP, and the general partner of Patterson Financial Mgt, which serves as the general partner to Patterson Financial, LP. These are non-investment related business structures for personal finances, requiring minimal time.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
July 2026 - Present · 3 mos
Previous Registrations
Avidian Wealth Solutions
May 2018 - July 2026 · 8 yrs 2 mos
Ims Financial Advisors, INC.
May 2004 - December 2017 · 13 yrs 7 mos
Ims Securities, INC.Broker
June 2002 - November 2017 · 15 yrs 5 mos
Ims Securities, Inc.dba Ims Financial Advisors, INC
June 2002 - December 2004 · 2 yrs 6 mos
Morgan Stanley
August 2001 - July 2002 · 11 mos
Morgan Stanley Dw INC.Broker
August 2001 - July 2002 · 11 mos
UBS Painewebber INC.Broker
July 1998 - September 2001 · 3 yrs 2 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Houston, TX →All financial advisors in Texas →