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
125 Main Street, Suite 250, Williston, ND, 58801
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
Brent is an independent insurance agent selling fixed insurance products since 2011, dedicating full-time hours. He is also a co-owner of Truwealth Financial, providing financial services and planning, and an investment advisor representative with Concorde Asset Management, LLC, also full-time. Brent is also an insurance agent with Concorde Insurance Agency, a member of Bakken Capital Advisors, LLC, and owner of Meadowlark Enterprises.