Concord Atlantic offers investment advice and manages portfolios for individuals, foundations, trusts, and corporate pension plans. Concord Atlantic creates a customized investment plan for each client, including investment objectives, asset allocation, risk management, and performance reporting. The firm invests in stocks and bonds, and may use mutual funds. Concord Atlantic manages accounts with the ability to make trades without asking first, but clients can request restrictions.
Assets Under Management$130M
Clients55
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
These rates are for equity and balanced accounts. Fixed income accounts have lower rates. Individual accounts valued at less than $100,000 are charged 1.50% per year for equity and balanced portfolios and 0.75% for fixed income portfolios.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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