Ann Stewart
Ann Stewart is a registered investment advisor at Concorde Asset Management, LLC, based in Ann Arbor, MI, with 32 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,253 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concorde Asset Management offers investment management services with fees that are negotiable. The fees do not include platform fees and custodial expenses. Total fees to your representative typically range from 1% to 2% and can only be changed with your approval in advance.
Fees for Discretionary Investment Management accounts can reach a maximum of 2.25% annually, including platform fees. This fee covers the representative's fee, the subadvisor or model manager's fee, and the overlay platform fee. Custodian fees are separate.
Location
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2021Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Ann is a landlord for Summitview Advisors Property Mgt and president of Money Answers S-Corp, dedicating minimal time to each. She is also president of Insurance DBA for Summitview Advisors, working as an independent insurance agent for various companies for a few hours per week, and an Investment Advisor Representative for both Summit View Advisors and Concorde Asset Management, working full-time.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
NationssecuritiesBroker
NationssecuritiesBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.