EC

Elia Alicia Ramirez Cruz

5 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
Clean regulatory record

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.

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Other Business Activities

Elia works full-time in senior operations support roles for Concorde Holdings, Inc. and Concorde Asset Management, LLC, both investment-related companies.

Employment History
Current Registrations
Concorde Asset Management, LLC
November 2021 - Present · 4 yrs 2 mos
Concorde Investment Services, LLCBroker
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2018 - March 2020 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC Broker
August 2018 - March 2020 · 1 yr 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.