Concorde Asset Management, LLC
Assets Under Management
$489.9M
Number of Clients
3,253
Number of Advisors
75
Average Client AUM
$151K
AUM per Advisor
$6.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Concorde Asset Management, LLC offers three wrap fee programs: Concorde Advisor Program (non-discretionary), Concorde Professional Management Program, and Concorde Unified Management Program (both discretionary). They also offer customized portfolio management services, including Financial Planning and Third-Party Asset Management Services. Investment advice is tailored by individual representatives, not an investment committee.
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
Location
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108