Concorde Asset Management offers personalized investment management and financial planning services. The firm builds customized portfolios utilizing a wide range of investments including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments such as real estate investment trusts and interval funds. Clients can choose between discretionary management, where the firm makes trades on their behalf, and non-discretionary management, where client approval is required for each trade. The firm also provides access to third-party investment managers and model portfolio platforms. In addition to investment management, the firm offers tailored financial planning covering retirement, insurance, and estate planning topics.
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.