Christopher Horn is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 19 years of industry experience. Christopher 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
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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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
Christopher is a finance/investment committee member and finance & operations board leader at New Community Church. He dedicates minimal time to these activities, advising on financial and operational decisions.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Touchstone Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
Great American Advisors, INC.
Great American Advisors, INC.Broker
Fidelity Brokerage Services 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.