Concorde Investment Management Fees & Minimum

Overview

Headquarters: Dallas, TX
Total Firm Assets: $376 million
Average High-Net-Worth Client Portfolio Size: $3.9 million

Fee Disclosure

Source: FORM ADV (PART 2A) - CONCORDE INVESTMENT MANAGEMENT (2026-04-13) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,000,000	0.75%
$2,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$32,500	0.65%
$10 million	$57,500	0.58%
$50 million	$257,500	0.52%
$100 million	$507,500	0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 76.81%
Number of High-Net-Worth Clients: 75
Total Client Accounts: 378
Discretionary Accounts: 277
Non-Discretionary Accounts: 101

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 105237

FORM ADV (PART 2A) - CONCORDE INVESTMENT MANAGEMENT (2026-04-13) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Concorde Investment Management