Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This brochure describes wrap fee programs, which bundle investment advice, brokerage, and administrative fees into a single fee. Concorde Asset Management receives a portion of the wrap fee, as does your investment advisor representative (25% to 80% of the annualized management fee, excluding any platform fee). The program advisory fees for discretionary and non-discretionary investment management services are negotiable. Custodial costs are not included in the fee.
Areas of Practice
Advisor Information
Office location
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
Get directionsRegulatory History (8)
Customer Dispute
April 2012Customer Dispute
July 2008Customer Dispute
September 2004Customer Dispute
August 2003Customer Dispute
December 2002Customer Dispute
December 2002Customer Dispute
October 2002Customer Dispute
April 1994Other Business ActivitiesSells Insurance
Delmar owns an office building and is a Registered Representative for EAGLE Wealth Management Group LLC, spending full-time hours on securities-related activities. He is also an insurance agent selling life insurance, fixed annuities, and LTC insurance through Concorde Insurance Agency, and an Investment Advisor Rep for Concorde Asset Management, LLC, dedicating minimal time to each.