Concorde Investment Management offers investment management services, including initial and ongoing portfolio reviews, considering market conditions and client objectives. They advise on various securities, including equities, ETFs, and debt. Concorde also provides financial advisory services, reviewing clients' overall financial circumstances and making recommendations related to cash flow, insurance, estate planning, and taxes. Concorde serves as an investment advisor to the Concorde Wealth Management Fund, a mutual fund primarily for advisory clients.
Assets Under Management$400M
Clients131
Advisors4
Avg. per Client$3.1M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and may vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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