Josiah Lederman
Josiah Lederman is a registered investment advisor at Concorde Asset Management, LLC, based in Fort Wayne, IN, with 8 years of industry experience. Josiah 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
3458 Stellhorn Rd, Fort Wayne, IN, 46815
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2025Other Business ActivitiesSells Insurance
Josiah is a life insurance salesman for Lederman Insurance Inc. and an insurance sales agent for Concorde Insurance Agency, spending a significant amount of time on these activities. He is also an Investment Advisor Representative with Concorde Asset Management, LLC and an owner providing financial advising services at Lederman Financial Services.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
State Registrations6 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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