Concentus Wealth Advisors provides investment management services with continuous supervision of client accounts. They consider various investment types to build diversified portfolios. In addition to investment management, Concentus offers ongoing guidance and planning services, including investment strategy outlines, scenario analysis, and planning modules. They also provide financial planning and consulting services to individuals and families, covering areas like retirement, estate, and tax planning.
Fee Structure
Concentus Wealth Advisors charges a percentage of your portfolio annually for investment management services. The maximum annual fee is 1.50%. There is also a minimum quarterly fee of $625.
For investment management with ongoing guidance/planning, the maximum annual fee is also 1.50%, subject to the same minimum quarterly fee. In addition, there is a flat fee for ongoing guidance/planning, ranging from $2,500 to $20,000 for Private Wealth Management, with custom pricing for Family Office services. Additional fees may apply based on the complexity of the engagement.