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Updated September 28, 2026. Quick answer: Concorde Asset Management discloses a maximum, individually negotiated rate of 2.25% in its Form ADV Part 2A (March 27, 2026). Converted to dollars, that runs $11,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
For a closer look at this firm: Concorde Asset Management Review.
The published numbers
From the Form ADV Part 2A (March 27, 2026): “maximum of 2.25% annually, including any applicable platform fees. Discretionary Investment Management Services fee structure has up to three separate components: the representative’s fee, the subadvisor or model manager(s) fee, and the Overlay Platform Fee.”
Note: CRD 140367 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. Concorde Asset Management, LLC is the registered adviser and is affiliated through common control and ownership with Concorde Investment Services, LLC, a broker-dealer, and with Concorde Insurance Agency, Inc. The firm reports about $598.4 million in regulatory assets under management. The priced figure is the maximum fee for the discretionary investment management program, and the brochure lists its clients as individuals, businesses, trusts and estates, retirement plan sponsors and plan participants. The brochure says the minimum account size is generally $50,000.
The published maximum: 2.25% per year (The 2.25% maximum is the all-in ceiling for the Discretionary Investment Management program and it includes any applicable platform fees. It is built from up to three components: the representative’s fee (0.25% to 2.00%), the subadvisor or model manager fee (0% to 1.0%) and the overlay or platform fee (0.15% to 0.25%). Custodian fees are separate and in addition to the program fee, and the brochure says they may run 0.1% to 0.12% a year as an asset-based charge or be billed per trade. Fund-level expenses, brokerage commissions and other third-party charges are also separate. For programs that use third-party managers the brochure separately says the fee will not exceed 2% a year.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,625 | 2.25% |
| $500,000 | $11,250 | 2.25% |
| $1,000,000 | $22,500 | 2.25% |
| $2,000,000 | $45,000 | 2.25% |
Each balance is priced at the stated 2.25% maximum applied to the whole account. This is a ceiling that the brochure says a representative may set up to, not a typical or scheduled charge, and the actual rate is negotiated and written into the client agreement. The brochure discloses no minimum annual dollar fee for this program, so no floor applies. The firm’s separate retirement plan schedule and its platform fee tables are not individual account schedules and are not used here.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Concorde Asset Management’s own published maximum rate runs up to $11,250 a year.
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- Form ADV Part 2A (March 27, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031138
- SEC Investment Adviser Public Disclosure, Concorde Asset Management, LLC (CRD #140367): https://adviserinfo.sec.gov/firm/summary/140367
- Concorde Asset Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/140367/PDF/140367.pdf
Methodology. This page was built September 28, 2026, drawing on Concorde Asset Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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