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
61 Route 25A, Setauket, NY, 11733
Get directionsRegulatory History (4)
Regulatory
June 2025Regulatory
July 2024Regulatory
June 2024Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Alan is involved in several business activities, including real estate sales, brokerage activities through Fortitude Investment Group, and investment advisory sales and service with Concorde Asset Management. He also markets and sells various types of insurance, including life, health, disability, long-term care, and property & casualty insurance, both directly and through Concorde Insurance Agency.