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 (6)
Customer Dispute
April 2020Customer Dispute
September 2019Customer Dispute
March 2014Customer Dispute
August 2010Customer Dispute
October 2008Customer Dispute
February 2004Other Business ActivitiesSells Insurance
David is an independent consultant at Foremost Financial Planning, Inc. focusing on tax planning and occasionally servicing life insurance accounts, and is the founder of Tada Wealth Advisors, Inc. He also works as an Investment Advisor Rep at Concorde Asset Management Inc and provides insurance services through Concorde Insurance Agency, and owns DJZ Better Health Solutions, an alternative health business.