Erin Jones is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Alpharetta, GA, with 12 years of industry experience. Erin 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
2325 Lakeview Parkway, Suite 175, Alpharetta, GA, 30009
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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
Erin works for Lumature Wealth Partners, LLC as an employee in an administrative support role. This takes nearly a full-time commitment.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
United Capital Financial Advisers
Girard Securities, INC.Broker
Ppa Investments, INC.Broker
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.