Jeffrey Condon
Jeffrey Condon is a registered investment advisor at Fairway Investment Group, LLC, based in Adrian, MI, with 6 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 672 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable, with a maximum of 1.0% for Strategic Wealth Management and Optimum Market Portfolio, 1.5% for Model Wealth Portfolio, and 0.85% for Guided Wealth Portfolio.
Fee Estimator
Location
Adrian, MI
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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
Jeffrey is an insurance representative with MEA Financial Services since 2019, with the possibility to sell life, long-term care, and property & casualty insurance. He also works as a track timer for Adrian Public Schools, dedicating a few hours per week during the season.
Employment History
Current Registrations
Fairway Investment Group, LLC
Paradigm Equities, INC.
Paradigm Equities, INC.Broker
State Registrations8 states
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