Andrew Palmasano
Andrew Palmasano is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Cañon City, CO, with 18 years of industry experience. Andrew 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
618 Macon Ave., Cañon City, CO, 81212
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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
Andrew is an associate at Maverick Wealth Advisors and serves as an advisory board member for Court Appointed Special Advocates. He also serves as Treasurer for the Canon City Area Recreation and Park District, dedicating a few hours per week to each role.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Black Creek Capital Markets, LLCBroker
Jackson National Life 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.