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Amir Barar

Concurrent Investment Advisors, LLC
27 Years of Experience
Walnut Creek, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Amir Barar is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Walnut Creek, CA, with 27 years of industry experience. Amir is also registered as a broker, so some compensation may come from commissions on products sold. 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
286 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

2121 North California Boulevard, Ste 290, PMB 17564630, Walnut Creek, CA, 94596

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History

Regulatory History (1)
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
June 2024
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Amir owns rental property and dedicates minimal time to it. He is also affiliated with GBS Insurance and Financial, offering fixed insurance solutions, and sells fixed insurance products, dedicating minimal time to each. Additionally, Amir is CEO of ICS Wealth Management and an IAR with Concurrent Investment Advisors/Laurus Financial Group, dedicating about half of his time to the latter.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
May 2023 - Present · 3 yrs 5 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2019 - May 2023 · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2019 - May 2023 · 3 yrs 8 mos
Strategic Wealth Advisors Group
May 2017 - September 2019 · 2 yrs 4 mos
LPL Financial LLC
May 2009 - August 2017 · 8 yrs 3 mos
LPL Financial LLCBroker
May 2009 - October 2019 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2002 - May 2009 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2002 - May 2009 · 6 yrs 10 mos
Morgan Stanley
February 2001 - July 2002 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
April 2000 - July 2002 · 2 yrs 3 mos
Franklin/templeton Distributors, INC.Broker
October 1998 - November 1999 · 1 yr 1 mo
State Registrations18 states
AZCAFLHIIDLANCNJNMNVNYOHORTXUTVAWAWY
AdvisorBrokerBoth

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.
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