About Condor Capital Wealth Management
Condor Capital Wealth Management was founded in 1988 and is an employee-owned fee-only, fiduciary, and SEC-registered investment advisor. We strive to be as transparent as possible and commit to annual audits for both custody and performance. Our goal is to be more than just your investment manager by providing a full-service wealth management experience. We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios rather than commissions or the number of trades, so there is no conflict of interest regarding our investment decisions. Additionally, as part of our integrated approach to investment management, we provide you with unlimited and thorough financial planning advice complementarily. We pride ourselves on providing our clients with wealth management solutions combining investment management, financial planning, and relationship management services, including consulting with your accountants and attorneys, allowing you to streamline your complex financial affairs all under the umbrella of a single, highly competitive assets-under-management (AUM) fee.
See Disclosures
General Information
Firm Start Year
1988
No. of Employees
20-49
Firm CRD#
104920
Name of Broker/Dealer
N/A
Name of Custodial Firm
Charles Schwab, TDAmeritrade, Fidelity
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English, Portuguese
Advisory Services Provided
Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, CIMA®, EA, CDFA®
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
780
Firm's Number of Managed Clients
780
Assets Managed by Firm
1,500,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Fee % Based on Assets
Tiered
Additional Details on Charges
$0 - $3,000,000* = 0.75%
$3,000,000 - $5,000,000 = 0.70%
$5,000,000 - $7,500,000 = 0.65%
$7,500,000 - $10,000,000 = 0.55%
$10,000,000 - $25,000,000 = 0.45%
Over $25,000,000 = 0.30%
*If total portfolio is less than $1,000,000 the fee is 0.85%. After exceeding $1,000,000 the above applies.
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890797/financialplanners-Condor-Capital-Wealth-Management-detailed-disclosure.html
Disclaimer
Condor Capital Wealth Management ("Company") is an SEC registered investment adviser located in Martinsville, New Jersey. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients. Company's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.