Assets Under Management
$899.1M
Number of Clients
322
Number of Advisors
8
Average Client AUM
$2.8M
AUM per Advisor
$112.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Concentus Wealth Advisors offers investment management with continuous supervision, ongoing guidance/planning (investment strategy, scenario analysis, tax/estate/insurance planning), and financial planning/consulting. They build diversified portfolios based on client goals, considering bonds, equities, ETFs, and mutual funds. Clients can impose restrictions on investments.
3803 West Chester Pike, Suite 225, Newtown Square, PA, 19073