James Maher
James Maher is a registered investment advisor at Concorde Asset Management, LLC, based in Farmington Hills, MI, with 23 years of industry experience. James 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
30101 Northwestern Hwy, #120, Farmington Hills, MI, 48334
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Regulatory History (1)
Regulatory
October 2016Other Business ActivitiesSells Insurance
James owns Michigan Lawsuit Funding, LLC, Maher Financial Group, Inc., Maher Structured Settlements, and Trinity Capital Funding. He is also an insurance agent with Concorde Insurance Agency and an investment advisor representative with Concorde Asset Management, dedicating minimal time to these roles.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Northstar Financial Partners, INC.
Northstar Financial Partners, INC.Broker
Associated Securities CORP.Broker
State Registrations10 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.