Robert Musante
Robert Musante is a ChFC-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 26 years of industry experience. Robert 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
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Robert is a financial advisor and partner at Concurrent Investment Advisors, dedicating full-time hours to providing investment advice. He also owns several holding companies and works as an agent selling fixed insurance, dedicating minimal time to these activities.
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
Financial Advocates Advisory Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Jefferson Pilot Securities CorporationBroker
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.