Concorde Asset Management, LLC

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Total assets under management

$489,858,232

Total clients

3,246

1% high-net worth

Total advisors

of 79 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$150,911

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fixed fees starting at $300; can range up to $25,000 depending on complexity

Percentage

$0+: Typically 1% to 2% (negotiable, blended rate possible based on asset allocation) $0 - $1,000,000: 0.15% platform fee $1,000,001 - $2,000,000: 0.13% platform fee $2,000,001 - $5,000,000: 0.12% platform fee $5,000,001 - $10,000,000: 0.10% platform fee $10,000,001+: 0.10% platform fee

Commissions

Representatives may receive commissions as registered representatives of affiliated broker-dealer or insurance agents separately from advisory fees

Project-based

Financial planning hourly fees $100 to $300 per hour for professionals; $50 to $80 for administrative/support staff

Other

Minimum fee: Financial planning fixed fee minimum $300 Fee-only: Financial planning fees charged on hourly or fixed fee basis; hourly rates $100-$300 (financial professionals), $50-$80 (support staff); fixed fees range $300 to $25,000

Disclosures

Business activities & affiliations

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.

Main office location

Concorde Asset Management, LLC

3909 Research Park Drive, Suite 200

Ann Arbor MI 48108, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn YouTube Website 248-824-6710

Advisors at this firm

Erkki P

Series 63, Series 65

Escanaba, MI

Concorde Asset Management, LLC

Gary G

Series 63, Series 65

Lawrenceville, GA

Concorde Asset Management, LLC

David T

CFP®, Series 66

Kewaskum, WI

Concorde Asset Management, LLC

Justin K

Series 66

Palm Beach Gardens, FL

Concorde Asset Management, LLC

John C

Series 63, Series 65

Columbus, OH

Concorde Asset Management, LLC

Mc Clain M

Series 66

San Francisco, CA

Concorde Asset Management, LLC

Kyla M

Series 63, Series 65

Noble, OK

Concorde Asset Management, LLC

Adam S

Series 63, Series 65

San Francisco, CA

Concorde Asset Management, LLC

Samuel S

Series 63, Series 66

Vancouver, WA

Concorde Asset Management, LLC

Amy A

Series 66

Ann Arbor, MI

Concorde Asset Management, LLC

David K

ChFC®, Series 63

Huntertown, IN

Concorde Asset Management, LLC

Delmar M

Series 63, Series 66

Taylor, TX

Concorde Asset Management, LLC

Young R

Series 63, Series 65

Northridge, CA

Concorde Asset Management, LLC

Frank K

ChFC®, Series 63, Series 65

San Diego, CA

Concorde Asset Management, LLC

Andrew K

Series 66

San Diego, CA

Concorde Asset Management, LLC

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