Advisor at Concorde Asset Management, LLC
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Firm
Concorde Asset Management, LLC
Location
Mason City, IA 50401
Credentials
Series 66
Industry experience
8 years
Todd Leet is a financial advisor at Concorde Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2017. Outside of his advisory role, he serves on the Board of Directors for the Mason City Chamber of Commerce and is a foundation board member for One Vision in Clear Lake, IA. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and third-party strategies, and offers a range of investment products and ERISA plan services.
Based on Concorde Asset Management, LLC
Based on Concorde Asset Management, LLC
Financial Planning fixed fees range from $300 minimum to $25,000 depending on complexity.
$0 - $500,000: 0.25% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $500,001 - $2,000,000: 0.23% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $2,000,001 - $5,000,000: 0.20% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $5,000,001+: 0.15% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $0 - $1,000,000: 1.00% (ERISA Retirement Plan advisory fees maximum tiered range) $1,000,001 - $3,000,000: 0.75% (ERISA Retirement Plan advisory fees maximum tiered range) $3,000,001 - $5,000,000: 0.65% (ERISA Retirement Plan advisory fees maximum tiered range) $5,000,001+: 0.55% (ERISA Retirement Plan advisory fees maximum tiered range)
Representatives may receive commissions for securities and insurance products sold through affiliated broker-dealer, separate from advisory fees.
Financial Planning hourly fees range from $100 to $300 per hour depending on personnel qualifications; administrative support $50 to $80 per hour.
Account minimum: $50,000 Minimum fee: Financial Planning minimum fee of $300, which may be waived. Fee-only: Financial Planning fees based on hourly ($100-$300/hr), fixed fees ($300 minimum to $25,000), and administrative fees ($50-$80/hr). Investment management fees negotiable up to 2.25% annually including platform fees.
103 E State St, Suite 438
Mason City, IA 50401
Florida · Iowa · Massachusetts · North Carolina
Concorde Asset Management
2023 - Present (3 years)
Concorde Investment Services
2023 - Present (3 years)
Thrivent Financial
2017 - Present (9 years)
Thrivent Financial
2017 - 2017 (1 year)
Thrivent Investment Management Inc
2017 - Present (9 years)
Bay Hope Church
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Clear Lake, IA
Wilon Wealth Management
Series 66
Mason City, IA
RDA Financial network
Series 66
Clear Lake, IA
Independent Wealth Network, Inc.
Series 63, Series 65
Clear Lake, IA
Gradient Advisors, LLC
Series 66
Clear Lake, IA
Sound Income Strategies, LLC
Series 63, Series 65
Clear Lake, IA
Mutual of Omaha Investor Services, Inc.
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