Concierge Financial Advisor is an investment management firm that helps individuals, high-net-worth clients, trusts, estates, and small businesses reach their long-term financial goals. Concierge Financial Advisor starts by reviewing each client's financial situation, risk tolerance, and cash flow needs to create a customized investment strategy and financial plan. The firm offers ongoing portfolio management, asset allocation, security selection, and risk management. Depending on client goals and comfort with risk, Concierge Financial Advisor uses a mix of exchange-traded funds, individual stocks, bonds, options, and real estate investment trusts. The firm requires clients to keep their assets with Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3M+ | 0.75% |
Fees are negotiable. Extended family accounts of $7,500,000 and up are charged 0.60%. Cash and designated cash equivalents are excluded from fee calculations.