Justin Lopez is a registered investment advisor at Concord Wealth Partners, based in Abingdon, VA, with 10 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 1,274 clients with $1.1B 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 $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M - $7.0M | 0.80% |
| $7M+ | 0.60% |
Fees are negotiable and may vary based on account composition, scope, and anticipated servicing needs. Engaging the affiliated sub-adviser adds an extra 0.25% to the fee rate.
Fee Estimator
Location
955 West Main Street, Abingdon, VA, 24210-2427
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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 →Employment History
Current Registrations
Concord Wealth Partners
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.
Exams
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