William O'rourke
William O'rourke is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Flower Mound, TX, with 5 years of industry experience. William 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
777 International Parkway - Suite #180, Flower Mound, TX, 75022
Get directionsHistory
Regulatory History (1)
Criminal
April 2018Other Business ActivitiesSells Insurance
Will is an insurance agent selling fixed insurance products through Prime Capital Risk Management, dedicating minimal time to this. He also owns Legacy Estate Planning, where he counsels clients and drafts legal documents related to estate planning, also dedicating minimal time.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Prime Capital Financial
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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