Advisor at Concord Wealth Partners
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Firm
Concord Wealth Partners
Location
Abingdon, VA 24210
Credentials
CFP®, Series 63
Industry experience
39 years
Jonathan Lopez is a CFP® professional with 39 years of experience in the financial industry. He is affiliated with Concord Wealth Partners, a team of 10 advisors, and has held leadership roles in multiple organizations including Lopez Wealth Management, LLC, Halo Marketing & Management Inc., and Highlands Motor Sport Inc. Lopez also serves as treasurer for the Financial Leadership Council and is involved with the Boys & Girls Club and Whites Mill Foundation. 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. The firm emphasizes individualized, generally discretionary investment strategies with a focus on asset allocation and diversification across various asset classes.
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.
955 West Main St.
Abingdon, VA 24210
Texas · Virginia
Financial Leadership Council
2009 - Present (17 years)
Whites Mill Foundation
2006 - Present (20 years)
Boys & Girls Club
2006 - Present (20 years)
Gerson Lerhman Group
2005 - Present (21 years)
Lopez Wealth Management, LLC
2001 - Present (25 years)
Highlands Motor Sport Inc
1997 - Present (29 years)
Halo Marketing & Management Inc
1996 - Present (30 years)
Universal Investment Co. Inc.
1991 - Present (35 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Parks Investment Management, LLC
CFP®, Series 63, Series 65
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American Values Investments, Inc.
Series 63, Series 65
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Southland Equity Partners, LLC.
Series 66
Abingdon, VA
Concord Wealth Partners
CFP®, Series 65
Abingdon, VA
Concord Wealth Partners
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