Matt Branstetter
Matt Branstetter is a registered investment advisor at Concorde Asset Management, LLC, based in Noble, OK, with 34 years of industry experience. Matt 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
111 S. Main Street, Noble, OK, 73068
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2022Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Matt is the Vice President of Mocella Homeowners Association and an owner/operator providing tractor work, each requiring minimal time. He is also an Investment Advisor Representative with Concorde Asset Management, an insurance agent with Concorde Insurance Agency, and the owner of BraVest Wealth Management, dedicating full-time hours to the latter.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Braevest
Questar Asset Management, INC.
Questar Capital Corporation
Questar Capital CorporationBroker
Ffp Securities, INC.Broker
First Investors CorporationBroker
State Registrations13 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.