Ralph Condis is a registered investment advisor at Executive Business Financial Planning, based in Dumont, NJ, with 22 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 22 clients with $6.2M 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 $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.5M | 0.75% |
| $5.5M - $10.5M | 0.50% |
| $10.5M+ | 0.35% |
ESOP Collars are billed at a flat annualized rate of 2% per year, billed initially. The fee schedule and fee may be adjusted to reflect individualized services offered to a client.
Fee Estimator
Location
Dumont, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ralph is involved in various religious missions as a Deacon of Humanity and produces original music, educational videos, public concerts & seminars. He also dedicates a few hours per week to Public Partnerships for NJ, offering care for the Autistic & Disabled.
Employment History
Current Registrations
Executive Business Financial Planning
Previous Registrations
Raymond James Financial Services
State Registrations2 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.