Bailey Edmonds
Advisor at Concurrent Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Concurrent Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Augusta, GA 30907
Credentials
Series 66
Industry experience
< 1 year
Bailey Edmonds is a financial advisor at Concurrent Investment Advisors, LLC with a Series 66 designation and experience in various financial roles since 2019. Prior to joining Concurrent in 2026, Edmonds worked at Raymond James Financial Services Advisors, Fehrman Investment Group, and Queensborough National Bank & Trust. Edmonds also served in the Georgia Army National Guard from 2017 to 2023. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan services to a diverse client base including individuals, families, trusts, and businesses. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term, opportunistic investment approach.
Based on Concurrent Investment Advisors, LLC
Based on Concurrent Investment Advisors, LLC
Project-based financial planning fixed fees up to $25,000; ongoing financial planning fixed fees up to $200,000 annually; fixed quarterly fees possible for investment management
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually
Advisory Persons may earn commissions as Registered Representatives and insurance agents; separate from advisor fees
Financial planning services billed up to $500 per hour
Fee-only: Financial planning: up to $500/hour; fixed fee up to $25,000; ongoing fixed annual fee up to $200,000 per year
2908 Professional Parkway
Augusta, GA 30907
Georgia
Concurrent Investment Advisors, LLC
2026 - Present (1 year)
Raymond James Financial Services Advisors, Inc.
2025 - 2026 (1 year)
Fehrman Investment Group
2024 - Present (2 years)
Raymond James Financial Services Inc.
2024 - 2026 (2 years)
Queensborough National Bank & Trust
2022 - 2024 (2 years)
Rivers and Glen
2019 - 2021 (2 years)
Augusta University
2019 - 2023 (4 years)
Five Guys
2018 - 2018 (1 year)
Georgia Army National Guard
2017 - 2023 (6 years)
Putt Putt Fun Center
2017 - 2017 (1 year)
Chick-fil-a
2016 - 2017 (1 year)
Westminster Schools of Augusta
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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