Condor Capital Wealth Management Review


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Condor Capital Wealth Management, federally registered in 1988, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 6 advisors. Condor Capital Wealth Management manages $1.01 billion and provides investment advisory services for 702 clients (1:117 advisor/client ratio).

Condor Capital Wealth Management requires a $250,000 minimum investment and charges between 1.00% and 0.75% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 29 years
  • Firm does not have a disciplinary history
  • Firm uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • Firm serves fewer than 1,000 clients
  • There is only one licensed advisor for every 117 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) $2,500 on a $250,000 portfolio
Annual Management Fee Notes None
Minimum Investment $250,000
Minimum Annual Fee $0
Average Account AUM $1,432,937
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1.01 billion
Advisor / Client Ratio 1:117
Headquarters Martinsville, NJ
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 1.00%
$500,001+ 0.75%


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