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.
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Learn about disclosures →Brian is affiliated with Concorde Asset Management, LLC as a Compliance Principal and Concorde Holdings, Inc., both investment-related. He dedicates full-time hours to both roles.