Kenneth Schapiro is a CFA-designated registered investment advisor at Condor Capital Wealth Management, based in Golden, CO, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 879 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees and account minimums are negotiable based on portfolio composition, scope, complexity, and other factors.
Fee Estimator
Location
Golden, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is the managing member of Courtside Racquet Club LLC, a tennis club, since 2005. He spends about 10-20% of his time supervising the general manager, attempting to minimize involvement during securities trading hours.
Employment History
Current Registrations
Condor Capital Wealth Management
Previous Registrations
Backend Benchmarking
Condor Capital Management II INC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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