Marc Slavny
Marc Slavny is a registered investment advisor at Concorde Asset Management, LLC, based in Kennesaw, GA, with 31 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,705 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Total fees typically range from 1% to 2% annually for standard management and up to 2.25% for discretionary UMA programs including platform and manager fees. Fees are negotiable.
Fee Estimator
Location
Kennesaw, GA
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2010Customer Dispute
January 1999Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Alexander Capital, L.P.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Marion Bass Securities CorporationBroker
H.J. Meyers & CO., INC.Broker
State Registrations6 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.
Exams
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