Every advisor has a different reason they make this choice:
We would learn more about you about whats different and what drives you.
Advisor Comp W2 Income: $
Deferred Comp: $
Firm Retained Revenue: $
Annual Growth: $
Advisor's Retained Growth: $
Firm Retained Growth: $
Daily Cost (based on 252 business days): $
Monthly Cost: $
Annual Cost: $
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Eagle Capital Advisors are not affiliated companies.
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