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
Lebanon, VA 24266
Credentials
Series 66
Industry experience
6 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
2026 - Present (1 year)
Lindamood Financial Group
2026 - Present (1 year)
Concurrent Investment Advisors, LLC
2026 - Present (1 year)
Edward Jones
2019 - 2026 (7 years)
Unemployed
2019 - 2019 (1 year)
Morgan McClure Ford
2019 - 2019 (1 year)
Freedom Ford of Lebanon LLC
2016 - 2019 (3 years)
Freedom Ford of Claypool Hill LLC
2009 - 2016 (7 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.
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