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Updated September 28, 2026. Quick answer: Concurrent’s own Form ADV Part 2A brochure refers to no minimum account size and no minimum annual fee, stating plainly in Item 7 that the firm “generally does not impose a minimum relationship size,” and its Item 5 fee schedule shows only a percentage-based tiered rate table with no dollar fee floor anywhere.
The minimum, in the firm’s own words
Concurrent’s own Form ADV Part 2A brochure refers to no minimum account size and no minimum annual fee, stating plainly in Item 7 that the firm “generally does not impose a minimum relationship size,” and its Item 5 fee schedule shows only a percentage-based tiered rate table with no dollar fee floor anywhere.
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| an investment advisory relationship | None; the brochure states plainly there is no minimum relationship size | Varies with account size | N/A (no minimum is disclosed to waive) |
| Source: Form ADV Part 2A, Disclosure Brochure, March 24, 2026 | |||
Concurrent Investment Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,125 |
| $500,000 | $10,250 |
| $1,000,000 | $20,500 |
| $2,000,000 | $38,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Concurrent Investment Advisors’ own published fee schedule runs $10,250 a year; see the full dollar breakdown from Concurrent Investment Advisors’ own fee disclosure across several account sizes. Read our full review of Concurrent Investment Advisors before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Concurrent Investment Advisors, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A, Disclosure Brochure (March 24, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024580
- SEC Investment Adviser Public Disclosure, Concurrent Investment Advisors, LLC (CRD #323135): https://adviserinfo.sec.gov/firm/summary/323135
- Concurrent Investment Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/323135/PDF/323135.pdf
Methodology. This page was built September 28, 2026, quoting directly from Concurrent Investment Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.