Concord Asset Management, LLC
Assets Under Management
$520.1M
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
$260.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Concord Asset Management, LLC (CAM) offers customized investment sub-advisory solutions to other registered investment advisors. CAM works closely with each client to identify investment mandates and constructs portfolios using ETFs, individual stocks, bonds, mutual funds, options, and alternative investments. CAM's strategies are primarily long-term focused.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.25% |
Fees may be negotiable.
Fee Estimator
CAM charges an annual investment management fee of 0.25%, based on the average daily balance in the account. Fees are paid monthly, in arrears. The fee may be negotiable based on factors such as the scope and complexity of services, the level of assets managed, and the overall relationship with the advisor. Similarly situated clients could pay different fees.
Areas of Practice
Location
955 West Main Street, Abingdon, VA, 24210