Condor Capital Wealth Management
Assets Under Management
$2.0B
Number of Clients
829
Number of Advisors
16
Average Client AUM
$2.4M
AUM per Advisor
$124.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Condor Capital Wealth Management offers investment advisory services on a fee-only basis, providing both discretionary and non-discretionary management. They also offer standalone financial planning and consulting services. The firm monitors account performance and asset allocation relative to client objectives. They may recommend independent managers and private investment funds. The firm requires clients to notify them of any changes in their financial situation or investment objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable at the firm's discretion.
Fee Estimator
The annual investment advisory fee is based on a percentage of the market value of assets managed. The fee is 1.00% on the first $1,000,000 and 0.75% on amounts over $1,000,000. The firm generally requires a minimum asset level of $500,000. Financial planning and consulting fees range from $500 to $3,000 on a fixed fee basis, or $200 to $300 per hour. The investment advisory fee is negotiable at the firm's discretion. Pension consulting fees range from 0.25% to 0.50% of plan assets.
Areas of Practice
Location
1973 Washington Valley Road, Martinsville, NJ, 08836-2053