Dimitris Magemeneas
Dimitris Magemeneas is a registered investment advisor at Concurrent Investment Advisors, LLC, based in San Marcos, CA, with 19 years of industry experience. Dimitris 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 E. San Marcos Boulevard, Suite 400, San Marcos, CA, 92069
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
Dimitris is a registered representative who may offer clients advice or products from this activity, which pays a commission. Clients are not required to utilize Dimitris's services in his outside capacity.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Kingsview Wealth Management, LLC
Edward Jones
Edward JonesBroker
State Registrations2 states
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