Concurrent Wealth Management provides personalized financial planning and investment management services. They offer ongoing comprehensive financial planning with investment management for a flat fee, one-time advice-only financial planning, and financial coaching. Concurrent also provides retirement plan consulting and corporate financial wellness programs. As a fee-only firm, Concurrent's compensation comes solely from client fees.
Fee Structure
Investment management is included in Concurrent Wealth Management's ongoing financial planning services, and is not offered as a standalone service. The firm offers four tiers of ongoing financial planning, each including investment management for a flat monthly fee:
- Momentum: $500/month, designed for professionals building toward their first $1 million.
- Elevate: $1,000/month, designed for high-income professionals scaling wealth.
- Legacy: $2,083/month, designed for business owners and families focused on legacy wealth.
- Private Client: Custom, starting at $4,500/month, designed for high-net-worth households seeking family-office coordination.
There are no assets under management fees or separate investment management charges for any of these tiers.