Condata Group is an investment advisory firm that offers services to individuals, corporations, and institutions. They focus on retirement and pension fund advice and management, investment in stocks, bonds, and mutual funds, and brokerage of annuity and insurance products. Condata develops a risk tolerance profile for each client and selects securities based on their individual needs.
Assets Under Management$1.8M
Clients18
AdvisorsN/A
Avg. per Client$99K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 2.50% |
| $10K - $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1000K+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.