Joseph Levy
Joseph Levy is a registered investment advisor at Concorde Asset Management, LLC, based in San Francisco, CA, with 3 years of industry experience. Joseph 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
San Francisco, CA
Get directionsHistory
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 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
- Jasmine JordanConcorde Asset Management, LLC
- Joshua Nowasell, CFPWells Fargo Advisors
- Matthew Schmidt, CFACerity Partners LLC
- Madeleine Mcnell, CFAIconiq Capital, LLC
- Jake Lilienstein, CFPBbr Partners, LLC
- Diana Freeburg, CFPEquita Financial Network, INC.