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 (2)
Customer Dispute
February 2021Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Ann is a landlord for Summitview Advisors Property Mgt and president of Money Answers S-Corp, dedicating minimal time to each. She is also president of Insurance DBA for Summitview Advisors, working as an independent insurance agent for various companies for a few hours per week, and an Investment Advisor Representative for both Summit View Advisors and Concorde Asset Management, working full-time.