Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,284 clients
Average Client Portfolio
$737K average
Assets Under Management
$946.0M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $3.5M1.00%
$3.5M+0.80%

Fees are subject to negotiation and may vary based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11400 Rockville Pike, Suite 500, Rockville, MD, 20852

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Concord Wealth Partners
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.