Condor Capital Wealth Management Fees & Minimum

Overview

Headquarters: Martinsville, NJ
Total Firm Assets: $2.2 billion
Average High-Net-Worth Client Portfolio Size: $4.6 million
Stated Minimum Account Size: $500,000

Recent Rankings

Forbes 2025: 193

Fee Disclosure

Source: CONDOR CAPITAL MANAGEMENT ADV PART 2A, FIRM BROCHURE (2026-07-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$40,000	0.80%
$10 million	$77,500	0.78%
$50 million	$377,500	0.76%
$100 million	$752,500	0.75%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 89.81%
Number of High-Net-Worth Clients: 424
Total Client Accounts: 4,039
Discretionary Accounts: 3,177
Non-Discretionary Accounts: 862

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 104920

CONDOR CAPITAL MANAGEMENT ADV PART 2A, FIRM BROCHURE (2026-07-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Condor Capital Wealth Management