Menu
Concord Wealth Partners
Abingdon, Virginia
4.8
5 Reviews
Concord Wealth Partners, based out of Abingdon, VA, is a local investment advisory firm with a dedicated team of professionals. With a total of 17 employees, 13 of whom provide investment advisory services, Concord Wealth Partners offers comprehensive financial guidance to a diverse clientele. Their extensive expertise is reflected in the management of over $693,838,000 in assets under their care, with an average of $63,110,000 in assets per investment advisor, aligning with industry standards.
The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring ...see more
Assets Under Mgmt
$693.84M
Investment Professionals
13
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Concord Wealth Partners
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.