Advisor at Concord Wealth Partners
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
Concord Wealth Partners
Location
Rockville, MD 20852
Credentials
Series 65
Industry experience
1 year
Daisia Mc Crae is a financial advisor at Concord Wealth Partners with one year of industry experience. She holds a Series 65 designation and has previously worked at the University of Maryland Eastern Shore and the Department of Agriculture. Concord Wealth Partners provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors, managing approximately $946 million in client assets. The firm’s investment approach is generally discretionary and emphasizes asset allocation and diversification across multiple asset classes, with regular portfolio reviews and a use of third-party managers and affiliated sub-advisers.
Based on Concord Wealth Partners
Based on Concord Wealth Partners
Financial planning fees generally range from $500 to $10,000.
Under $250,000 - $250,000: 1.25% $250,000 - $3,500,000: 1.00% $3,500,000 - $7,000,000: 0.80% $7,000,000+: 0.60%
Registered representatives receive commission-based compensation separately from advisory fees.
Hourly fees range from $150 to $300 per hour.
11400 Rockville Pike, Suite 500
Rockville, MD 20852
Maryland
Concord Wealth Partners
2026 - Present (1 year)
Concord Wealth Partners
2022 - 2025 (3 years)
Concord Wealth Partners
2019 - 2022 (3 years)
University of MD Eastern Shore
2019 - 2019 (1 year)
Department of Agriculture
2017 - 2019 (2 years)
University of MD Eastern Shore
2017 - 2018 (1 year)
University of MD Eastern Shore
2015 - 2019 (4 years)
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Accountant / CPA / tax prep
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Real estate agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
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Other specialized services
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