Justin Wade Lopez

Concord Wealth Partners

9 Years of Experience

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Firm Information

Concord Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

1,284 clients

Average Client Portfolio

$737K average

Assets Under Management

$946.0M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.25%
$250K - $3.5M	1.00%
$3.5M+	0.80%

Fees are subject to negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Financial Plan Fee:$500 - $10,000

Hourly Rate:$150 - $300/hr

Financial planning fees range from $500 to $10,000, or $150 to $300 per hour, depending on complexity. Investment advisory fees are based on a percentage of assets under management. The standard AUM fee is 1.25% for assets under $250,000, 1.00% for assets between $250,000 and $3,500,000, and 0.80% for assets over $3,500,000. Fees are negotiable. The annual AUM fee is prorated and paid monthly, in arrears, based on the average daily balance.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning

Advisor Information

Office location

955 West Main Street, Abingdon, VA, 24210-2427

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.