Condor Capital Wealth Management

Assets Under Management

$2.0B

Number of Clients

829

Number of Advisors

16

Average Client AUM

$2.4M

AUM per Advisor

$124.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Condor Capital Wealth Management provides discretionary and non-discretionary investment advisory services on a fee-only basis. They also offer standalone financial planning and consulting services. They may recommend unaffiliated independent investment managers and private investment funds. The firm also provides pension consulting services.

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.75%

Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
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Location

1973 Washington Valley Road, Martinsville, NJ, 08836-2053

16 Advisors at this firm