Condon Wealth Management, INC.
Condon Wealth Management offers personalized investment management, financial planning, consulting, and retirement plan services. The firm builds tailored portfolios based on each client's goals, time horizon, and comfort with risk, utilizing individual securities, mutual funds, exchange-traded funds, and third-party investment programs. Condon Wealth Management creates comprehensive financial plans covering cash flow, retirement, taxes, insurance, and estate planning. The firm works with individuals, high-net-worth clients, trusts, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Standalone accounts invested only in US Government Bond Ladders are charged 0.10% per year. Standalone accounts invested only in Fixed Income separately managed accounts are charged 0.35% per year. Fees are negotiable.