Concentio Capital Management manages investment portfolios for individuals, retirement accounts, trusts, and insurance companies. Concentio uses economic data and technical analysis to make investment decisions, aiming to grow investments in positive markets and protect them in negative markets. Concentio offers three core investment models (Conservative, Moderate, and Aggressive) using various investment products. Concentio also consults with clients on financial planning topics like tax and estate planning.
Assets Under Management$4.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. Performance fees are charged for the options-only strategy: 2% management fee plus 20% of profits above 8% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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