Ralph Studley is a registered investment advisor at Concentric, based in Walnut Creek, CA, with 18 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,552 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concentric Innovation charges a quarterly fee for its services, which varies depending on the specific agreement with each client or registered investment advisor (RIA). The fee schedule for direct clients ranges from approximately 0.00% to 0.50% per year. For sub-advisory relationships, fees range from approximately 0.05% to 0.50% per year, depending on the platform, strategy, and complexity of the engagement. These fees are subject to change with notice. Additional fees may include third-party model manager fees and index or benchmark provider fees.
Location
1333 N. California Blvd, Suite 680, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ralph is a board member of the Westfield State Foundation, supporting students and the university, and a member of the Screen Actors Guild. He also owns 50% of Gentlemans's Friday, LLC, a self-directed RIA LLC for real estate purposes; each of these activities requires minimal time.
Employment History
Current Registrations
Concentric
Previous Registrations
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Schroder Fund Advisors LLCBroker
Mbsc Securities CorporationBroker
Mbsc Securities Corporation
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Piper Jaffray & CO.Broker
Penson Financial Services, INC.Broker
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
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.