Kathryn Cannella
Kathryn Cannella is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Plainview, NY, with 26 years of industry experience. Kathryn 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.
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 negotiable. Clients also incur a custody, platform, and administration fee typically equal to 0.05% annually.
Fee Estimator
Location
980 Old Country Rd, Plainview, NY, 11803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kathryn works full-time as a support person for Concurrent Investment Advisors. She also owns rental real estate property and spends minimal time on bookkeeping, maintenance, and landscaping. Additionally, Kathryn is a notary public, spending minimal time notarizing forms, but does not receive compensation for this activity.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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
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