Cyrus Baravati
Cyrus Baravati is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Scottsdale, AZ, with 13 years of industry experience. Cyrus 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
8679 E San Alberto Dr, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2024Regulatory
October 2024Other Business Activities
Cyrus is a Wealth Strategist at The Wealth Stewards, a support company for his advisory business. This activity takes nearly all of Cyrus's time.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Tfo Phoenix, INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., 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.
Exams
More Advisors
- Denise Mcguire, CFPConcurrent Investment Advisors, LLC
- Casey Kleiner, CFPConcurrent Investment Advisors, LLC
- Kayla Mayoral, CFPConcurrent Investment Advisors, LLC
- Dylan Duniho, CFPStrategic Advisers LLC
- Michael Juilfs, CFPCommonwealth Financial Network
- Ryan Cox, CFPDew Wealth Management