Concorde Asset Management provides investment management, financial planning, and access to third-party investment managers. Financial planning covers retirement, insurance, and estate planning. Investment management is offered on both discretionary and non-discretionary bases, including variable annuity separate accounts. Concorde also offers wrap fee programs and access to third-party asset management programs.
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.