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.
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
Get directionsDaniel is the president and 50% owner of Alpine Brokerage Services, a general insurance agency, and spends full-time hours there. He also owns Alpine Brokerage Group LLC, an insurance wholesaling business focused on life, fixed annuity, and long-term care products, dedicating full-time hours to it as well.