Delmar Mckinney
Delmar Mckinney is a registered investment advisor at Concorde Asset Management, LLC, based in Ann Arbor, MI, with 42 years of industry experience. Delmar 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 (8)
Customer Dispute
April 2012Customer Dispute
July 2008Customer Dispute
September 2004Customer Dispute
August 2003Customer Dispute
December 2002Customer Dispute
December 2002Customer Dispute
October 2002Customer Dispute
April 1994Other Business ActivitiesSells Insurance
Delmar owns an office building and is a Registered Representative for EAGLE Wealth Management Group LLC, spending full-time hours on securities-related activities. He is also an insurance agent selling life insurance, fixed annuities, and LTC insurance through Concorde Insurance Agency, and an Investment Advisor Rep for Concorde Asset Management, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Concorde Asset Management, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Edward Jones
Edward JonesBroker
Shearson Lehman Brothers INC.Broker
State Registrations12 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.