Condor Capital Wealth Management Review


Trust Score 86%
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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 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 a blended rate between 1.00% and 0.75% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 117 clients (industry average 1:50)
  • Firm serves fewer than 1,000 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

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $250,000
Minimum Annual Fee $0
Average Account AUM $1,432,937
Hybrid Advisor No
Disciplinary History No
Total AUM $1 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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