How Oceaneering’s 50/50 Structure Works and Why It’s Deceptively Simple Oceaneering’s 50/50 PSU and RSU split looks straightforward at the grant level. Equal numbers of
SLB’s PSU Structure: 75% Performance-Weighted, Three Metric Tracks SLB’s long-term incentive program is the most PSU-weighted of any major energy company in Houston. For 2024,
What Is Cheniere Energy’s Rule of 72? Cheniere Energy’s Rule of 72 is a formal retirement policy that allows eligible U.S.-based employees to leave the
Why RSU Vesting Surprises High Earners Every Year RSU vesting surprises energy executives every year for one reason: the tax withholding rate doesn’t match their
The Direct Cost Comparison: What Each Model Actually Costs The most important thing to understand about this comparison is that annual fees are not the
What a Dollar-Based Flat Fee Actually Means A dollar-based flat fee is exactly what it sounds like: a defined dollar amount based on the complexity
This Isn’t a Math Question Anymore At some point in your 40s or 50s, the mortgage stops being just a line item. Earlier in life,…
If you’ve reached the point where your retirement plans are fully funded, you’re likely in a different planning moment than earlier in your career. You’ve…
One of the most common things high-income earners hear about retirement is reassuring and misleading at the same time: “Don’t worry. You’ll be in a…
The Gen X money tension no one prepared you for If you’re in your 40s or 50s, earning well, feeling grounded in who you are,…
Gold just delivered one of its strongest years in decades. Silver did even more. Headlines are loud, forecasts are bold, and investors everywhere are asking…
A Perfect Storm for Borrowers With Rising Incomes For years, borrowers using the SAVE income-driven plan have had a predictable runway. Payments stayed low. Interest…
Why Inheritance Is Not the Windfall Many Expect For years, many households assumed that an inheritance, often an IRA or retirement account from a Boomer…
The economic mood feels different. Job growth is slowing, layoffs are making headlines again, and even seasoned investors are holding record levels of cash. After…
When someone asks, “Where should I invest $50,000?” what they usually want to hear is something like: “Buy Nvidia now,” “Put it in gold,” “Go…
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Concurrent Wealth Management is a Houston-based flat-fee financial planning firm serving professionals and families nationwide.
Concurrent Wealth Management
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Concurrent Wealth Management is an independent registered investment advisory firm based in Houston, Texas. The firm is not affiliated with Concurrent Investment Advisors or poweredbyconcurrent.com.
| 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 |