Joseph Levy
Joseph Levy is a registered investment advisor at Concorde Asset Management, LLC, based in Setauket, NY, with 3 years of industry experience. Joseph 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
65 Route 25A, Setauket, NY, 11733
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Regulatory History (1)
Financial
January 2024Other Business Activities
Joseph is involved with Fortitude Investment Group and Concorde Asset Management as an investment adviser representative. He also works as a Vice President/Real Estate Agent for Compass Commercial, dedicating about a quarter of his time during and outside of trading hours.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Concorde Investment Services, LLCBroker
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.