Richard Condeelis
Richard Condeelis is a registered investment advisor at Capstone Wealth Management Group, LLC, based in Clarks Green, PA, with 9 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 524 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capstone Wealth Management charges a percentage of your portfolio annually, ranging from 0.00% to 1.75%. The exact rate depends on the size of your portfolio and the complexity of the services you need. Fees are calculated based on the value of your investments at the end of the previous quarter.
Location
285 East Grove Street, Clarks Green, PA, 18411
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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.
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Richard provides investment advisory services through Capstone Weath Management Group LLC, dedicating about a quarter of his time to this activity. He also manages real estate through BRCK Partners LLC, spending minimal time on this endeavor.
Employment History
Current Registrations
Capstone Wealth Management Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
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.