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
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
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
Carson is a registered representative and operations manager for Clear Direction Investments and an investment advisor representative for Concorde Asset Management, both full-time roles. Carson also refers business for Legal Shield & ID Shield, sells life insurance through Stoltz Financial Partners LLC, acts as a tertiary successor trustee for a family member's trust, and works as a DoorDash driver, all requiring minimal time.