Concert Investment Advisory manages investment portfolios for individuals, high-net-worth clients, and institutions. Concert Investment Advisory creates personalized investment strategies based on each client's goals, time horizon, tax status, and risk tolerance. Services include asset allocation, asset selection, ongoing portfolio monitoring, and alternative investments such as private funds. Concert Investment Advisory has the authority to make trades on your behalf without asking first.
Assets Under Management$91M
Clients178
Advisors1
Avg. per Client$510K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$80K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are negotiable and will not exceed 1.95% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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