Condor Capital Wealth Management offers investment management and financial planning services. Investment management fees are based on a percentage of the assets managed. Financial planning services are offered on a stand-alone, fee-based arrangement. Condor Capital also provides pension consulting services. They may recommend unaffiliated independent investment managers and private investment funds.
Assets Under Management$2B
Clients829
Advisors16
Avg. per Client$2.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and may vary among clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...