Ways to work with Concierge Capital

There are several different ways to work with Concierge Capital Management. Whether you are looking for a comprehensive relationship or simply help a task, we offer a variety of services models. 

Concierge Plus: $500,000 investment minimum

• Customized Financial Planning solutions
• Full Investment Management
• Quarterly Reviews
• Monthly Performance Reports
• Monthly Newsletter
• Access to all account via Apps/Website
• Educational Workshops
• 1% annual Advise Fee on Assets under management

Concierge Basic: $250,000 investment minimum

• Customized Financial Planning solutions
• Full Investment Management
• Semi-Annual Reviews
• Quarterly Performance Reports
• Quarterly Newsletter
• Access to all account via Apps/Website
• Educational Workshops
• 1% annual Advise Fee on Assets under management

Fee-for-service

• One-time fee Financial Plans
  • Spending/Budgeting Plan: $1,000
  • Retirement Plan: 45 bps of Net Investable Assets
  • Long-Life Plan: 45 bps of Net Investable Assets
    • *free annual review for Retirement and Long-Life Plans

Commissionable Products, paid by the Insurance Company

• Fixed Annuity
• Life Insurance
• Long Term Care
• Disability Insurance