Concert Investment Advisory offers ongoing portfolio management and institutional consulting services tailored to each client's goals, risk tolerance, and financial situation. Concert Investment Advisory creates an Investment Policy Statement for each client to help select a suitable portfolio. The firm uses various investments, including private funds, alternative investments, mutual funds, individual stocks, options, and ETFs.
Fee Structure
Concert Investment Advisory charges a negotiable annual fee for investment management services, with a maximum of 1.95%. The exact fee depends on the client's needs, the complexity of their investment strategy, and their overall financial situation. Fees are paid quarterly in advance and can be directly debited from client accounts or paid by check. If an account is terminated, any unearned fees will be refunded.