Overview
- Headquarters
- Walnut Creek, CA
- Total Firm Assets
- $13.9 billion
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $250,000
Recent Rankings
Fee Disclosure
Source: CONCENTRIC PART 2A FORM ADV 08012025 (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $5,000 | 0.50% |
| $5 million | $25,000 | 0.50% |
| $10 million | $50,000 | 0.50% |
| $50 million | $250,000 | 0.50% |
| $100 million | $500,000 | 0.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 83.94%
- Number of High-Net-Worth Clients
- 4,380
- Total Client Accounts
- 5,371
- Discretionary Accounts
- 5,371
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 321633
- CONCENTRIC PART 2A FORM ADV 08012025 (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗