Thomas Condon
Thomas Condon is a registered investment advisor at Condon Wealth Management, INC., based in Plymouth, MA, with 26 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 234 clients with $120M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Minimum annual fee of $100. For clients where US Gov’t Bond Ladders are included in their allocation, our annual fee for management services is 0.10%. For clients where Fixed Income SMAs are included in their allocation, our annual fee for management services is 0.35%. Fees may be negotiable.
Fee Estimator
Location
15 Caswell Lane, Plymouth, MA, 02360
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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 ActivitiesSells Insurance
Thomas offers investment advisory services and sells life, disability, and fixed annuities through Condon Wealth Management, dedicating about a quarter of his time. He also owns Condon & Lapsley, LLC, offering tax preparation and accounting services, spending about 10-20% of his time, and has been involved in insurance sales since 1999, spending a few hours per week.
Employment History
Current Registrations
Condon Wealth Management, INC.
Previous Registrations
US Financial Advisors, LLC
State Registrations2 states
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