Advisor at Concurrent Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Concurrent Investment Advisors, LLC
Location
Anderson, SC 29621
Credentials
CFP®, Series 63
Industry experience
27 years
Fixed engagement fees for financial planning up to $25,000; ongoing financial planning annual fixed fees up to $200,000.
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually
Certain Advisory Persons are Registered Representatives earning commissions for securities and insurance sales separate from advisory fees.
Up to $500 per hour for project-based financial planning engagements.
Fee-only: Advisory fees range from 1.00% to 2.00% annually based on tiered schedule; Financial planning fees offered as fixed fees up to $25,000 or hourly up to $500/hour; Retirement plan advisory fees from 0.25% to 1.75% annually; Custody, Platform and Admin fee typically 0.05% annually; Flourish Cash fee 0.10% annually.
Purshe Kaplan Sterling Investments LLC
2023 - Present (3 years)
Concurrent Investment Advisors DBA Cox, Klugh, & Co.
2023 - Present (3 years)
Cetera Advisor Networks Llc
2017 - 2020 (3 years)
United Capital Financial Advisers, Llc
2015 - 2023 (8 years)
United Capital
2015 - 2023 (8 years)
Girard Securities
2015 - 2017 (2 years)
Goldman Sachs PFM
2006 - 2023 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 66
Belton, SC
Edward Jones
Series 66
Clemson, SC
Edward Jones
Series 63, Series 66
Anderson, SC
Edward Jones
CFP®, Series 66
Anderson, SC
Edward Jones
CFP®, Series 63, Series 65
Anderson, SC
Flourish Financial Life Planning
Series 65
Anderson, SC
King and Company, Incorporated
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