Financial Concepts
Columbus, Mississippi
5.0
5 Reviews
Financial Concepts is a reputable investment advisory firm headquartered in Columbus, MS. With a single office, this small firm has made a significant impact in the financial industry. Led by a team of 11 dedicated professionals, Financial Concepts offers expert investment advisory services to a diverse clientele. Two of their highly skilled advisors specialize in providing investment guidance, ensuring that clients receive personalized and tailored solutions. With an average of $323,260,000 in assets under management per investment advisor, Financial Concepts surpasses the industry average, reflecting their exceptional performan...
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Assets Under Mgmt

$646.53M

Investment Professionals

2

Locations

0

% 401K & Individual

67%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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