Ralph Watson
Ralph Watson is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Alpharetta, GA, with 26 years of industry experience. Ralph 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
2325 Lakeview Parkway, Suite 174, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Criminal
December 1994Other Business ActivitiesSells Insurance
Ralph is an independent RIA and IAR under Lumature Wealth Partners LLC, dedicating full-time hours to this role. He is also a life insurance agent, spending a few hours per week on this activity, and a finance committee member for Pinewood Preparatory, spending minimal time. Ralph owns Lumature Watson, LLC, a holding company, and spends minimal time on administrative tasks.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Lumature Wealth Partners, LLC
Raymond James Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Professional Planning Advisors,llc
Ppa Investments, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations17 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.