Erik Ortlieb Strid

CFP · ChFC

Concentus Wealth Advisors

32 Years of Experience

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Firm Information

Concentus Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

322 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$899.1M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Financial Plan Fee:$5,000

For investment management, the maximum annual fee is 1.50%, subject to a minimum quarterly fee of $625. Ongoing guidance and planning services are offered for a flat fee ranging from $2,500 to $20,000, depending on the service level. Financial planning and consulting services have a minimum flat fee of $5,000, with the total fee based on the scope and complexity of the engagement. Fees are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

3803 West Chester Pike, Suite 225, Newtown Square, PA, 19073

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Regulatory History (1)

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Criminal

March 1990

Final Disposition

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Other Business ActivitiesSells Insurance

Erik is the CEO/Principal of Concentus Wealth Advisors, dedicating nearly full-time hours to this role. He is also involved in several insurance-related businesses, including PKS Financial Services, Millenium Brokerage Group, TIME, Dynasty Insurance Services, and BKA Private Wealth Consultants, and is the author of two books.