Stevan Dority
Stevan Dority is a registered investment advisor at Concurrent Investment Advisors, LLC, based in San Diego, CA, with 20 years of industry experience. Stevan 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
12730 High Bluff Drive, #160, San Diego, CA, 92130
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2017Customer Dispute
December 2012Judgment / Lien
December 2008Other Business ActivitiesSells Insurance
Stevan is the CEO of Wine Country Wealth, providing wealth management services, dedicating about half his time to this role. He also sells fixed insurance products and works as a real estate agent, dedicating minimal time to each.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
M. L. Stern & CO, LLC.
M.L. Stern & CO., LLC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.