Robert Thompson
Robert Thompson is a registered investment advisor at Concorde Asset Management, LLC, based in Toledo, OH, with 40 years of industry experience. Robert 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a full-time investment advisor and also engages in several insurance-related activities. These include receiving renewals on previously sold long-term care and life insurance policies, providing insurance services through Concorde Insurance Agency, selling life insurance through various companies, and selling various insurance products as a licensed agent.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
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
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations7 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.