Concordia Wealth Management helps clients achieve their life goals through financial management. They design client-specific strategies, focusing on data gathering, goal setting, identifying financial issues, and providing recommendations. Services can be comprehensive or tailored to specific goals. Concordia is a fee-only firm and does not receive commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee for investment advisory services ranges between 0.20% to 1.0% of the average daily value of investable assets under management when available; or of the month-end balances where our portfolio management system does not receive a direct feed from the custodian; or as a flat fee as detailed in the investment advisory agreement signed between Concordia and the client. Fees are charged quarterly and paid in arrears. The fee percentage charged fluctuates based on the size of the account, the types of investments to be made, frequency of transactions and/or the services to be provided.