Feixueer Luo is a CFA-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Columbus, IN, with 4 years of industry experience. Feixueer 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
810 Brown Street Suite C, Columbus, IN, 47201
Get directionsHistory
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 →Other Business Activities
Feixueer works for Engelstad Wealth Advisors as an employee providing wealth management services. This takes nearly full-time.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, 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
- Leeanne Lollar, CFPDonaldson Capital Management LLC
- Ronald Patberg, CFPDonaldson Capital Management LLC
- Albert Furlani, ChFCState Farm Investment Management CORP.
- David Weiss, CFPEdward Jones
- Mark Carlson, ChFCState Farm Investment Management CORP.
- Zachary Greiner, CFPKirr, Marbach & Company, LLC