Kondracki Advisory offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Kondracki Advisory creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. The firm generally limits its money management to equities, cash, and government securities, but may also use mutual funds, bonds, fixed income, ETFs, and insurance products to diversify portfolios.
Assets Under Management$70M
Clients187
Advisors1
Avg. per Client$370K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable for amounts above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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