Concordia Capital is an investment management and advisory firm based in Las Vegas, Nevada. Concordia manages investment portfolios for individuals, families, and institutions. Concordia uses quantitative research and fundamental analysis to select investments and manage risk. They offer eight risk tolerance levels and tailor plans to each client's needs. Concordia prioritizes client communication and offers monthly portfolio updates.
Assets Under Management$380K
Clients5
Advisors1
Avg. per Client$76K
Avg. per Advisor$380K
www.concordiacapitalco.com ·www.linkedin.com/company/concordia-capital ·www.linkedin.com/in/nickoliveri
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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