TrueAdvisor
TrueAdvisor
JR
JR

John Reeber

Concurrent Investment Advisors, LLC
11 Years of Experience
Grosse Pointe, MI
1 Disclosure
View SEC Summary
View SEC Summary

John Reeber is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Grosse Pointe, MI, with 11 years of industry experience. John 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.

Concurrent Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
13,277 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.70%
$2.0M - $3.0M1.60%
$3.0M - $5.0M1.50%
$5.0M - $7.5M1.40%
$7.5M - $10.0M1.30%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17266 Mack avenue, suite A, Grosse Pointe, MI, 48230

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John works as an Investment Advisor Representative (IAR) for Concurrent Investment Advisors, LLC, doing business as BMR Retirement Group, dedicating full-time hours to advising clients and managing assets. He also works as a Registered Representative with Purshe Kaplan Sterling Investments, Inc., spending minimal time on this role.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2023 - January 2024 · 9 mos
Raymond James Financial Services Advisors, INC
October 2020 - April 2023 · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2020 - April 2023 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLC
November 2014 - October 2020 · 5 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
May 2014 - October 2020 · 6 yrs 5 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Grosse Pointe, MI →All financial advisors in Michigan →