Mandy Haskell is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Houston, TX, with 19 years of industry experience. Mandy 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
4900 Woodway Drive, Suite 1250, Houston, TX, 77056
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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
Mandy is involved in several business activities, including Heights Wealth Holding LLC (personal investment), Heights Wealth Management, LLC (operating company), MMH Financial LLC (personal LLC for tax purposes), and Wealth Partners Alliance, LLC (support company). She also serves on the board for the local FPA of Houston and runs the Women's Group, dedicating a few hours per week to this role.
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, LLC
Wells Fargo Clearing Services, LLCBroker
Integrity Funds Distributor, LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Nylife Securities LLCBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.