Concentus Wealth Advisors

Concentus Wealth Advisors, located in Newtown Square, PA, offers wrap fee programs tailored to individual clients' investment objectives, financial goals, and risk tolerance. The firm provides investment management services, including continuous supervision and trading in various investment types such as bonds, equities, ETFs, mutual funds, and alternative investments. Clients can impose restrictions on their accounts, and the firm may adjust investment strategies based on special situations. Additionally, Concentus offers ongoing guidance and planning services, including investment strategy outlines, financial reporting, and milestone meetings. The firm charges an annual percentage-based fee for investment management services, with a maximum annual fee of 1.55% and a minimum quarterly fee of $625. Ongoing guidance and planning services incur an additional flat fee. Clients are not charged performance fees, and the firm acts as a fiduciary, committed to providing fair and full disclosure and acting in clients' best interests at all times. The firm reviews client accounts annually and does not accept proxy authority to vote client securities. Concentus Wealth Advisors discloses its financial industry activities and affiliations, including relationships with Dynasty Financial Partners, LLC, and Purshe Kaplan Sterling Investments, Inc. The firm does not recommend securities in which it has a material financial interest and has no disciplinary information to disclose.