Condor Capital Wealth Management

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Founded in 1988, Condor Capital is an employee-owned SEC-registered investment advisor. They strive to be more than just their client's investment manager by providing a comprehensive range of financial planning services. They provide their investment management services on a fee-only basis and their fees are based on the size of their clients’ portfolios, rather than commissions or number of trades, removing any conflict of interest regarding their investment decisions. As part of their integrated approach to investment management, they provide their clients with unlimited and thorough financial planning advice on a complimentary, as-needed basis.

Managed Investing

Trust Score

Annual Management Fee Percent
$0.00 to $500,000 1.00%
$500,001.00+ 0.75%
Estimated Fees (Annual) $1,000 on a $100,000 portfolio
Feature Value
Annual Management Fee Details None
Minimum Investment $250,000
Minimum Annual Fee $0
Average Account AUM $1,286,479
Broker-Dealer No
Criminal Actions No
Offers Financial Planning Yes
Offers Portfolio Management Yes
Total AUM $900.54 Million

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