Joshua Goodridge
Joshua Goodridge is a registered investment advisor at Concorde Asset Management, LLC, based in Ann Arbor, MI, with 9 years of industry experience. Joshua 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
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
Get directionsHistory
Regulatory History (1)
Financial
December 2022Other Business Activities
Joshua is a realtor assisting individuals in buying and selling homes, dedicating approximately 8 hours per week. He also works full-time as a brokerage coordinator for Concorde Holdings, Inc. and Concorde Asset Management, LLC, and spends minimal time as a real estate agent for Collective Realty.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Alliance-One Investments, LLCBroker
Brighthouse Securities, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations3 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.