William Premock
William Premock is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Fort Lauderdale, FL, with 26 years of industry experience. William 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
2400 East Commercial Blvd, Suite 820, Fort Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (3)
Criminal
October 2006Customer Dispute
April 2005Criminal
November 2000Other Business ActivitiesSells Insurance
William is an Investment Advisor Representative/Financial Advisor with Concurrent Investment Advisors LLC, spending about a quarter of his time providing financial advice and managing accounts. He also works as an agent at an independent insurance agency, providing insurance advice, and owns/manages PRE Holding Company, which holds vacant land investment property, and ATLAS Marine 39, LLC, which charters his boat, dedicating minimal time to each.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.