Concordia defines Modified Net Worth (MNW) as the total value of assets owned excluding your primary residence minus outstanding liabilities excluding your primary mortgage (if you have one).
Examples of assets would be real estate, personal property, business interests, investment and banking accounts.
Examples of liabilities would be credit card debt, student and car loans, or mortgages.
Concordia defines annual household income as the amount of gross wages, self-employment, dividends, royalties and other investment or business-related income earned by you (and your spouse or partner if married) during a given year.
Concordia defines liquidity as the value of all assets or accounts that change value on at least a quarterly basis.
Examples of assets or accounts would be banking and brokerage accounts, IRAs and 401(k)s, annuities, as well as other alternative investments that provide income or distributions, such as Private Placements, Limited Partnerships, REITs and Hedge Funds.
While all three of our planning programs include Investment Advice, this flat-fee add-on is ideal for individuals who want peace of mind, knowing that their investments are being professionally managed, and carefully watched by our team of experts.
Select an option below:
Concordia not only has the ability to implement strategy and watch personal accounts (such as IRAs, Roths, 529s and Traditional Brokerage Accounts), but also many types of qualified retirement plan accounts (such as 401(k)s, 403(b)s, and 457 Deferred Comp Plans).
Tell us a little about the accounts you'd like Concordia to professionally manage and carefully watch on your behalf. Estimated values are perfectly fine.
Use the toggle to choose between entering values by account type or provide an estimated total.
Concordia prices Investment Management Only based on our pricing fee schedule below.
| 1.00% on account values up to and including $1,000,000 |
| 0.90% on account values exceeding $1,000,000 up to $2,000,000 |
| 0.80% on account values exceeding $2,000,000 up to $3,000,000 |
| 0.70% on account values exceeding $3,000,000 up to $4,000,000 |
| 0.60% on account values exceeding $4,000,000 up to $5,000,000 |
| 0.50% on account values exceeding $5,000,000 up to $6,000,000 |
| 0.40% on account values exceeding $6,000,000 up to $10,000,000 |
| 0.30% on account values exceeding $10,000,000 and above |
Your estimated fee by percentage for investment management only based on the amount you would like Concordia to manage on your behalf is...
| Description | Price |