Ralph Studley is a registered investment advisor at Concentric, based in Boston, MA, with 19 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 5,371 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee schedule ranges from approximately 0.00% to 0.50% per annum for direct accounts and 0.05% to 0.50% for sub-advisory accounts. Fees are negotiable based on account size, scope, and complexity.
Fee Estimator
Location
115 Federal Street, Suite 2301, Boston, MA, 02110
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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
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.
Exams
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