Condor Capital Wealth Management Review

Condor Capital Wealth Management, founded 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.

Managed Investing

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Trust Score

Annual Management Fee Percent
$0 to $500,000 1.00%
$500,001+ 0.75%
Feature Value
Estimated Fees (Annual) $2,500 on a $250,000 portfolio
Annual Management Fee Details 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

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