Daniel Charley
Daniel Charley is a registered investment advisor at Concorde Asset Management, LLC, based in Jupiter, FL, with 10 years of industry experience. Daniel 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
Jupiter, FL
Get directionsHistory
Regulatory History (1)
Criminal
August 1998Other Business ActivitiesSells Insurance
Daniel is the president and 50% owner of Alpine Brokerage Services, a general insurance agency, and spends full-time hours there. He also owns Alpine Brokerage Group LLC, an insurance wholesaling business focused on life, fixed annuity, and long-term care products, dedicating full-time hours to it as well.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Concorde Investment Services, LLCBroker
State Registrations24 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
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