Ashley Duffey is a CFA-designated registered investment advisor at Concentric, based in Walnut Creek, CA, with 6 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,552 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concentric Innovation charges a quarterly fee for its services, which varies depending on the specific agreement with each client or registered investment advisor (RIA). The fee schedule for direct clients ranges from approximately 0.00% to 0.50% per year. For sub-advisory relationships, fees range from approximately 0.05% to 0.50% per year, depending on the platform, strategy, and complexity of the engagement. These fees are subject to change with notice. Additional fees may include third-party model manager fees and index or benchmark provider fees.
Location
1333 N. California Blvd, Suite 680, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Concentric
Previous Registrations
Personal Capital Advisors Corporation
State Registrations1 state
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