David Talbot
David Talbot is a CFP-designated registered investment advisor at Concorde Asset Management, LLC, based in Kewaskum, WI, with 20 years of industry experience. David 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
114 Main Street, PO Box 427, Kewaskum, WI, 53040
Get directionsHistory
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
David is an independent insurance agent with Real Wealth Insurance, focusing on life, health, disability, and LTC insurance. He is also involved in several investment-related activities, including roles at Concorde Asset Management, Real Wealth Tax & Accounting, Real Wealth Radio, and The Silbernagel Group, Inc., as well as real estate activities through Kewaskum Properties, LLC.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLCBroker
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.
Exams
More Advisors
- James Silbernagel, CFPConcorde Asset Management, LLC