Concorde Financial Resources

Financial Advisor in Wilkesboro, NC

Firm Info
Address: 1728 Winkler St, Wilkesboro, NC 28697, USA
Phone: (336) 838-4100

Firm Size
Assets Under Management: $204 million
# of Advisors: 2
# of Clients: 444
Client to Advisor Ratio: 222:1
Average Account Size: $459,378
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Concorde Financial Resources Overview

Concorde Financial Resources is a fee-based Registered Investment Advisory (RIA) firm located in North Wilkesboro, NC. Established in 2018, the firm has been providing investment advice to clients for several years. They are a broker-dealer representative and insurance broker/agent, providing a wide range of investment options to help clients achieve financial success. The firm offers financial planning and portfolio management services for individuals and small businesses. They strive to create customized investment strategies that fit each client's unique needs and goals. Clients can rely on their expert advice to help them make well-informed investment decisions for their future. In addition to their advisory services, Concorde Financial Resources also publishes periodicals and newsletters to keep clients up-to-date on the latest industry news and trends. Their team of professionals has extensive financial expertise and is committed to helping clients navigate the complex world of investing with confidence. With a client-centered approach and a focus on achieving long-term financial success, Concorde Financial Resources is a trusted partner for all your investment needs.

(CONCORDE FINANCIAL RESOURCES charges a percentage of the client's assets under management, meaning they take a percentage of the total amount of money that they manage on behalf of the client. This fee structure is commonly used for investment management services, and the percentage taken varies based on the total amount being managed and the level of service provided.) hourly fee (CONCORDE FINANCIAL RESOURCES offers an hourly fee structure for clients who require financial planning or consulting services. This fee is based on the number of hours worked by the firm's advisors and can vary depending on the complexity of the services provided.) flat fee (CONCORDE FINANCIAL RESOURCES provides a flat fee option for clients seeking specific services, such as tax preparation, estate planning, or retirement planning. The fee is agreed upon upfront and does not change based on the amount of time it takes to complete the services.) The firm serves a broad range of clients, including individuals, high net worth individuals, charitable organizations, and corporations. Their client base also extends beyond these categories to include other types of clients. CONCORDE FINANCIAL RESOURCES offers several fee structures depending on the service provided, including a percentage of AUM, hourly fees, and flat fees. These fee structures are designed to cater to a variety of financial needs and ensure that clients receive the services they require at a fair and transparent cost.

Typical Clients, Fee Structures & Investment Minimum

According to CONCORDE FINANCIAL RESOURCES' Part 2 Brochure, there is no specific note provided regarding their investment minimums. Therefore, it can be assumed that they do not have a minimum investment requirement for their clients.

How This Office Can Help Wilkesboro, NC Residents

Concorde Financial Resources is a financial advisory firm that provides services to clients in Wilkesboro, NC. The firm specializes in providing customized financial planning advice to individuals and families. With a team of experienced financial advisors, Concorde Financial Resources provides clients with comprehensive financial planning solutions that are tailored to their unique needs and goals. For clients living in Wilkesboro, NC, the financial situations they may be facing could include retirement planning, investment management, tax planning, estate planning, and risk management. Concorde Financial Resources can assist clients in developing a personalized financial plan that takes into account their specific goals, risk tolerance, and financial circumstances. Additionally, the firm provides ongoing support and guidance to help clients stay on track and achieve their financial objectives. Whether clients are just starting to plan for their financial future or are looking to make major financial decisions, Concorde Financial Resources is there to provide expert advice and guidance.

To view the Minimum Investment and Fee Schedule for Concorde Financial Resources, visit their Part 2 Brochure.

Services Offered by Concorde Financial Resources

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Concorde Financial Resources most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1728 Winkler St, Wilkesboro, NC 28697, USA
Phone (336) 838-4100
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 280 BOONE TRAIL, NORTH WILKESBORO, NC 28659, United States

This firm has no other locations.

State Registrations

Concorde Financial Resources is registered to service clients in the following states:

  • Colorado
  • Florida
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Texas

Disciplinary History

Concorde Financial Resources does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs