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Andrew Kraffert-Gora

Concorde Asset Management, LLC
4 Years of Experience
San Diego, CA
Broker
View SEC Summary
View SEC Summary

Andrew Kraffert-Gora is a registered investment advisor at Concorde Asset Management, LLC, based in San Diego, CA, with 4 years of industry experience. Andrew 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.

Concorde Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
3,705 clients
Average Client Portfolio
$162K average
Assets Under Management
$598.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1975 C Fifth Ave, San Diego, CA, 92101

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is a Registered Representative with Bangerter Financial Services, Inc. and a member of CRAB Holdings LLC, with ownership in investment real estate. He is also a real estate agent with Team Metro, a board member of CCIM, a member of CalCPA, and a Principal of AKG Capital Advisors LLC, dedicating significant time to the latter.

Employment History
Current Registrations
Concorde Asset Management, LLC
November 2025 - Present · 11 mos
Concorde Investment Services, LLCBroker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Concorde Asset Management, LLC
May 2023 - January 2025 · 1 yr 8 mos
Bangerter Financial Services, INC.
December 2022 - January 2026 · 3 yrs 1 mo
Emerson Equity LLC
August 2022 - September 2022 · 1 mo
Emerson Equity LLCBroker
July 2022 - September 2022 · 2 mos
State Registrations9 states
AZCAFLMDMINVNYTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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