DC

Daniel Kenneth Charley

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
75 advisors
Number of Clients
3,253 clients
Average Client Portfolio
$151K average
Assets Under Management
$489.9M

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
Investment Management
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Advisor Information

Office location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1998
Final Disposition
Other Business ActivitiesSells Insurance

Daniel 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.

Employment History
Current Registrations
Concorde Asset Management, LLC
July 2016 - Present · 9 yrs 6 mos
Concorde Investment Services, LLC
June 2016 - Present · 9 yrs 7 mos
Concorde Investment Services, LLCBroker
June 2016 - Present · 9 yrs 7 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.