Brent Lee
Brent Lee is a registered investment advisor at Concorde Asset Management, LLC, based in Williston, ND, with 18 years of industry experience. Brent 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
125 Main Street, Suite 250, Williston, ND, 58801
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
Brent is an independent insurance agent selling fixed insurance products since 2011, dedicating full-time hours. He is also a co-owner of Truwealth Financial, providing financial services and planning, and an investment advisor representative with Concorde Asset Management, LLC, also full-time. Brent is also an insurance agent with Concorde Insurance Agency, a member of Bakken Capital Advisors, LLC, and owner of Meadowlark Enterprises.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Lebenthal Wealth Advisors, LLC
Lebenthal & CO., LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations19 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
- Jennifer Donais, CFPConcorde Asset Management, LLC
- Gary Ryberg, CFPKestra Advisory Services, LLC
- Jake Drobnick, CFP, ChFCEdward Jones