Condon Wealth Management, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Condon Wealth Management (CWM) offers investment management and financial planning services. Investment management includes managing individual portfolios directly or through third-party asset management programs. Financial planning covers various areas like personal finances, taxes, investments, insurance, retirement, and estate planning. CWM also provides consulting services on specific financial topics.
Assets Under Management$120M
Clients234
Advisors2
Avg. per Client$510K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$100
Minimum Annual Fee:$100
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% |
Minimum annual fee of $100. For clients where US Gov’t Bond Ladders are included in their allocation, our annual fee for management services is 0.10%. For clients where Fixed Income SMAs are included in their allocation, our annual fee for management services is 0.35%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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