Concurrent Investment Advisors offers comprehensive wealth management services, which include personalized financial planning, consulting, and discretionary or non-discretionary investment management. Concurrent Investment Advisors builds customized portfolios primarily using exchange-traded funds and mutual funds, while also utilizing individual stocks and bonds when appropriate. In addition to core portfolio management, Concurrent Investment Advisors assists clients with retirement planning, education savings, cash flow planning, charitable giving, estate planning, and insurance needs. The firm also provides specialized services such as management of held-away accounts through online platforms and retirement plan consulting for businesses. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and negotiable. Clients also incur a custody, platform, and administration fee typically equal to 0.05% annually.