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concord investment counsel

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concord investment counselirvine, CA

Additional Information

Mitchell Anthony Capital Management specializes in tactical investment management with dynamic asset allocation strategies and long-term results. The firm offers financial planning in connection with third-party planners and trust and estate planning services through a network of attorneys and professionals.

Specializes in

Active asset allocationLong-term outperformanceRisk managementDiverse range of investments across asset classes, sectors, and industry groups

Services

Investment ManagementTactical asset allocationFinancial PlanningTrust and Estate Planning

Established approximately 1995

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 949-852-4100

Website: https://mitchellanthonycapital.com

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Frequently Asked Questions

How much does a financial advisor cost in irvine?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.