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
114 Main Street, PO Box 427, Kewaskum, WI, 53040
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent with Real Wealth Insurance, focusing on life, health, disability, and LTC insurance. He is also involved in several investment-related activities, including roles at Concorde Asset Management, Real Wealth Tax & Accounting, Real Wealth Radio, and The Silbernagel Group, Inc., as well as real estate activities through Kewaskum Properties, LLC.