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.
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Learn about disclosures →Andrew is a Registered Representative with Bangerter Financial Services, Inc. and a member of CRAB Holdings LLC, with ownership in investment real estate. He is also a real estate agent with Team Metro, a board member of CCIM, a member of CalCPA, and a Principal of AKG Capital Advisors LLC, dedicating significant time to the latter.