At Concorde, fee-based IS flexibility.With our "Flexible Advisor Model", you determine the structure of your fee-based practice:
Rep as Manager
Utilize Third-Party Managers
Regardless of your structure, Concorde GatewayTM offers you the tools to help you manage assets more efficiently.
Concorde Gateway™ empowers financial professionals to provide superior asset management solutions to their clients in transparent and fiduciary responsible ways. Learn More
Concorde equips advisors with the necessary tools to efficiently manage your practice and increase client retention. By streamlining operations, you are no longer burdened with time-consuming administrative tasks. Gateway™ grants you the freedom and the capacity to grow like never before. Learn More
Unlock the potential within your practice, accelerate growth, and drive practice effectiveness through executive coaching, practice management consulting, planning tools, and current industry best practices. Learn More
When buying, selling or transitioning a financial advisory practice, you want professional support from experts who understand the distinct characteristics of the industry, and that is exactly what Gateway™ provides. Learn More