Concorde Financial Resources offers investment supervisory services, general investment advice, and advice not involving securities. They engage with prospective clients to understand their individual circumstances, needs, risk tolerance, time frame, and objectives. The advisory fee may include general financial advice such as retirement planning, insurance reviews, tax advice and return preparation, education funding, and coordination of estate plans.
Assets Under Management$210M
Clients235
Advisors2
Avg. per Client$900K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Concorde defines a household as any number of people sharing a residence, or members of the same nuclear family regardless of residence.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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