David Goldstone is a CFA-designated registered investment advisor at Condor Capital Wealth Management, based in Denver, CO, with 9 years of industry experience. David 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
Denver, CO
Get directionsHistory
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 →Employment History
Current Registrations
Condor Capital Wealth Management
Previous Registrations
Backend Benchmarking
First National Capital Markets, INC.
Waddell & Reed, INC.
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.
Exams
More Advisors
- Jacqueline Battista, CFPCorepath Wealth Partners LLC
- Kayla Benjamin, CFPKb Financial Advisors LLC
- Jonathan Vogel, CFPEmerson Equity LLC
- Joseph Adams, ChFCState Farm Investment Management CORP.
- Tierney Ziebelman, CFPAmeriprise Financial Services, LLC
- Shawn Rogers, CFPIma Advisory Services, INC.