Concentrated Risk Solutions introduces a third-party investment advisor to other investment advisors and sub-manager programs. Concentrated Risk Solutions does not have the authority to bind the third-party advisor, and the third-party advisor has no obligation to enter into a relationship with any advisory platform referred by Concentrated Risk Solutions. Concentrated Risk Solutions actively presents the third-party advisor's investment philosophy and the features and benefits of the third-party advisor's separately managed account strategies to the advisory platforms.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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