Condor Capital Wealth Management is a New Jersey-based registered investment advisor that provides discretionary and non-discretionary investment management services. The firm builds tailored portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, while also offering stand-alone financial planning and consulting services covering areas such as estate planning and insurance. Condor Capital Wealth Management specializes in working with individuals, business entities, trusts, estates, and charitable organizations, as well as providing pension consulting to retirement plan sponsors. The firm emphasizes ongoing portfolio monitoring and custom asset allocation strategies tailored to each client's specific objectives and risk tolerance.
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.