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- 101 South Military Ave, Suite 255, Green Bay, WI, 54303
- contact@concurrentfp.com
- (888) 332-2372
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- Let your life lead your money, not your money lead your life™
Create your life’s design by aligning your aspirations with your finances. Use ideal financial advice to build wealth and achieve financial freedom with confidence.
We can immediately serve your State of residence. We are currently registered in Texas and Wisconsin, with North Carolina forthcoming. We have clients outside these states and remain compliant. If required, we can file State registration simultaneously while we serve you.
Yes, we find that late-stage Millenials, pre and early-post-retirees meeting the affluent, abundant, collaborator mindset find value in our services.
We are a fee-based firm. This means we offer transparent fees for financial advice, risk management insurance solutions, and investment management. You have the freedom to select one or a combination of services.
We help affluent and abundant-minded Gen Xs build wealth to maximize their lifestyle now and optimize their future retirement with confidence.
We are a fee-based firm. This means we offer transparent fees for financial advice, risk management insurance solutions, and investment management. You have the freedom to select one or a combination of services.
No, you have transferring freedom. However, organizing your investments in one place helps you improve your investment organization and reduce anxiety from disjointed accounts. We deliver better management efficiency and service quality by offering an ultra-modern, easy-access tech Alturist Investment Platform. Making it easy to monitor everything in one place!
We can immediately serve your State of residence. We are currently registered in Texas and Wisconsin, with North Carolina forthcoming. We have clients outside these states and remain compliant. If required, we can file State registration simultaneously while we serve you.
Yes, we find that late-stage Millenials, pre and early-post-retirees meeting the affluent, abundant, collaborator mindset find value in our services.
We are a fee-based firm. This means we offer transparent fees for financial advice, risk management insurance solutions, and investment management. You have the freedom to select one or a combination of services.
We help affluent and abundant-minded Gen Xs build wealth to maximize their lifestyle now and optimize their future retirement with confidence.
We are a fee-based firm. This means we offer transparent fees for financial advice, risk management insurance solutions, and investment management. You have the freedom to select one or a combination of services.
No, you have transferring freedom. However, organizing your investments in one place helps you improve your investment organization and reduce anxiety from disjointed accounts. We deliver better management efficiency and service quality by offering an ultra-modern, easy-access tech Alturist Investment Platform. Making it easy to monitor everything in one place!
| Concurrent | |
|---|---|
| Market Value of Portfolio | Annual Advisory Fee |
| $1 – $1,000,000 | 0.95 % |
| $1,000,001 and $10,000,000 | 0.75 % |
| $10,000,000 and above | negotiable |