Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Concurrent Investment Advisors is registered with the SEC as an investment adviser (CRD #323135, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $10,250 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Concurrent Investment Advisors at a glance
| Fact | What Concurrent Investment Advisors’ own pages say |
|---|---|
| Legal entity | Concurrent Investment Advisors, LLC |
| Registration | Concurrent Investment Advisors, LLC is registered with the SEC as an investment adviser (CRD #323135, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $10,250 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Concurrent Investment Advisors |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What Concurrent Investment Advisors’ own fee schedule charges
Marginal/incremental schedule explicitly stated (‘Fees are incremental … different rates are charged on different tranches’). A separate 0.05% annual Custody, Platform and Admin (CPA) fee is layered on top of the marginal advisory tiers as a standard charge and is included in dollar_at.
“When providing fees based on a tiered fee schedule, the following schedule will be used. Total Assets Under Management Maximum Annual Fee $0-$1,000,000 2.00% $1,000,001-$2,000,000 1.70% $2,000,001-$3,000,000 1.60% $3,000,001-$5,000,000 1.50% $5,000,001-$7,500,000 1.40% $7,500,001-$10,000,000 1.30% $10,000,001-Above 1.00% Fees are incremental. … The CPA fee is typically accessed at 0.05% annually and billed quarterly, in advance of each calendar quarter.”
Concurrent’s marginal advisory-fee tiers (2.00% on the first $1,000,000, down to 1.00% above $10,000,000) are stated by the brochure as ‘incremental,’ i.e. tax-bracket style. On top of the advisory fee, Concurrent’s brochure discloses a separate Custody, Platform and Admin (CPA) fee, typically 0.05% a year on the full balance, layered on every account; both components are summed into the dollar_at figures below.
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,125 |
| $500,000 | $10,250 |
| $1,000,000 | $20,500 |
| $2,000,000 | $38,000 |
See the full breakdown, including how the figure is calculated, on Concurrent Investment Advisors’ own fee page.
Registration
Concurrent Investment Advisors, LLC is registered with the SEC as an investment adviser (CRD #323135, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Concurrent Investment Advisors.
What it costs to leave
Concurrent Investment Advisors, LLC’s Form ADV Part 2A states “Either party may terminate the investment advisory agreement, at any time, by providing advance written notice to the other party.” Concurrent Investment Advisors, LLC names 6 possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Fidelity Clearing and Custody Solutions discloses no comparable line item (an honest gap).
A dedicated how-to-leave page for Concurrent Investment Advisors covers the exit costs in full; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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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 IAPD firm summary (CRD #323135, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/323135
Methodology. This page was built September 28, 2026, drawing directly on Concurrent Investment Advisors’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Concurrent Investment Advisors; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm 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 Concurrent Investment Advisors’ own Form ADV Part 2A and Form CRS. We have not used Concurrent Investment Advisors as a client. Concurrent Investment Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Concurrent Investment Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Concurrent Investment Advisors against other options? See Concurrent Investment Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.