Ramin Abrams
Ramin Abrams is a registered investment advisor at Concurrent Investment Advisors, LLC, based in New York, NY, with 9 years of industry experience. Ramin 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
250 West 57th Street, New York, NY, 10107
Get directionsHistory
Regulatory History (2)
Regulatory
August 2025Employment Separation After Allegations
December 2023Other Business ActivitiesSells Insurance
Ramin holds ownership in multiple rental properties in Los Angeles and Kings Point, dedicating minimal time to these ventures. Ramin also works as an insurance agent selling traditional and fixed insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
AXA Advisors, LLCBroker
State Registrations2 states
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.