Concentric Wealth Management LLC

Concentric Wealth Management LLC, established in 2008 by Eric Flett and Stewart McGuire, offers integrated wealth management services in Lafayette, California. The firm specializes in providing investment management and financial planning services to individuals, trusts, estates, pension plans, foundations, charities, and business entities. They manage assets on a discretionary basis, offering services such as asset allocation guidance, investment selection, performance measurement, and tax reporting. Concentric tailors investment portfolios to meet clients' unique goals, risk tolerance, and time horizon, diversifying across various asset classes. For their services, Concentric charges an annual fee based on a tiered schedule, starting at 0.95% for the first $2 million of assets under management. The firm generally requires a minimum initial investment of $1,000,000, with fees billed quarterly in advance. Clients can also opt for an annual retainer fee or project-based billing. Concentric does not charge performance-based fees and primarily works with clients with investment portfolios of $1,000,000 or more. The firm's investment strategies focus on long-term orientation, diversification, low turnover, and tax-efficiency. They conduct fundamental and technical analysis, selecting securities based on various criteria. Concentric does not have any disciplinary events to disclose and is independently owned, unaffiliated with any financial institution. The advisors at Concentric hold professional designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), ensuring high standards of expertise and service.