Patrick Schultz
Patrick Schultz is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Huntersville, NC, with 20 years of industry experience. Patrick 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
16740 Birkdale Commons Pkwy, Ste 200, Huntersville, NC, 28078
Get directionsHistory
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
Patrick is the owner of Harriman Hall Wealth, where he conducts advisory services. He dedicates a full-time commitment to this business, including a nearly full-time commitment to trading hours.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
C F Parks INC
Hobart Wealth
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Dominguez Wealth Management Solutions, INC.
New York Life Investment Management LLC
New York Life Investment Management LLC
Nylife Distributors 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
More Advisors
- Kara Kunz, CFPCornerstone Wealth
- Christian Burns, CFPEdward Jones
- Brandon Bastuba, CFP
- Jeffrey Emminger, CFPDomain Money Advisors, LLC
- Douglas Marlow, CFP, ChFCCetera Investment Advisers LLC
- Clifford Hodge, CFACornerstone Wealth