Concord Wealth Partners provides comprehensive financial planning and investment management services tailored to individual client goals. The firm assists clients with retirement planning, education funding, insurance reviews, estate planning, and tax strategies. For investment management, Concord Wealth Partners typically uses affiliated or independent money managers to build and oversee customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm emphasizes long-term asset allocation and risk management. In addition to personal wealth management, Concord Wealth Partners offers consulting services for business retirement plans. Clients can also access integrated digital financial planning tools through the firm's platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M - $7.0M | 0.80% |
| $7M+ | 0.60% |
Fees are negotiable and may vary based on account composition, scope, and anticipated servicing needs. Engaging the affiliated sub-adviser adds an extra 0.25% to the fee rate.