John Ross
John Ross is a CFP-designated registered investment advisor at Concorde Asset Management, LLC, based in Toledo, OH, with 40 years of industry experience. John 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
7261 W. Central Avenue, Toledo, OH, 43617
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Regulatory History (1)
Regulatory
February 1999Other Business ActivitiesSells Insurance
John is the President and Investment Advisor at Integrated Financial Resources, Inc., a registered investment advisory firm, and an Investment Advisor Rep with Concorde Asset Management, dedicating full-time hours to these roles. He also works as an Insurance Agent at Concorde Insurance Agency and owns an office building through JTR Management, spending minimal time on these activities.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Integrated Financial Resources, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital Corporation
Questar Capital CorporationBroker
Fsc Securities CorporationBroker
MML Investors Services, INC.Broker
Suncan Equity Services CompanyBroker
State Registrations14 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.