Frank Kuiper
Frank Kuiper is a ChFC-designated registered investment advisor at Concorde Asset Management, LLC, based in San Diego, CA, with 37 years of industry experience. Frank 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
5075 Shoreham Place, Suite 200, San Diego, CA, 92122
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Regulatory History (1)
Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Frank is an insurance agent offering life and long-term care insurance since 2012, spending minimal time on this activity. He is also an employee of Financial Designs, Ltd providing financial and insurance services, dedicating all of his time to this role, and an investment advisor representative with Concorde Asset Management, LLC, working full-time.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Financial Designs LTD.
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Wfg Investments, INC.Broker
Heritage Wealth Management, LLC
Rjl Advisors
Raymond J. Lucia Companies, INC.
Securities America, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Hornor, Townsend & Kent, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations18 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.