Susan Tackett
Susan Tackett is a registered investment advisor at Concorde Asset Management, LLC, based in Visalia, CA, with 25 years of industry experience. Susan 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
3323 S Fairway St, Suite 11, Visalia, CA, 93277
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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
Susan is an insurance agent selling life insurance and annuities through AFG Partners Inc, dedicating minimal time to this. She also works full-time as a Financial Representative for Athena Financial Group and as an Investment Adviser Representative for Concorde Asset Management, and is involved with several non-investment related activities including board memberships and community service.
Employment History
Current Registrations
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
H. Beck, INC.
H. Beck, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Walnut Street Securities, INC.Broker
1717 Capital Management CompanyBroker
Signator Investors, 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.