Patrick Gerard Schultz
Investment Adviser Representative at CONCURRENT INVESTMENT ADVISORS, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 2.00% |
| $1,000,001 - $2,000,000 | 1.70% |
| $2,000,001 - $3,000,000 | 1.60% |
| $3,000,001 - $5,000,000 | 1.50% |
| $5,000,001 - $7,500,000 | 1.40% |
| $7,500,001 - $10,000,000 | 1.30% |
| $10,000,001 and above | 1.00% |
Concurrent Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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