Concentus Wealth Advisors
Assets Under Management
$899.1M
Number of Clients
322
Number of Advisors
8
Average Client AUM
$2.8M
AUM per Advisor
$112.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Concentus Wealth Advisors provides investment management with ongoing supervision, financial planning, and consulting services. They consider bonds, equities, ETFs, mutual funds, and alternative investments to build diversified portfolios. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. They can recommend third-party money managers.
Fee Structure
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.
Areas of Practice
Location
3803 West Chester Pike, Suite 225, Newtown Square, PA, 19073