Conrad Capital Management Fees & Minimum

Overview

Headquarters: Hauppauge, NY
Total Firm Assets: $91 million
Average High-Net-Worth Client Portfolio Size: $2.6 million
Stated Minimum Account Size: $100,000

Fee Disclosure

Source: CONRAD CAPITAL MANAGEMENT, INC. ADV BROCHURE (2026-05-19) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	2.00%
$1,000,001	$2,000,000	1.50%
$2,000,001	$5,000,000	1.00%
$5,000,001	$7,500,000	0.90%
$7,500,001	$10,000,000	0.80%
$10,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$20,000	2.00%
$5 million	$65,000	1.30%
$10 million	$107,500	1.08%
$50 million	$407,500	0.82%
$100 million	$782,500	0.78%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 57.06%
Number of High-Net-Worth Clients: 20
Total Client Accounts: 502
Discretionary Accounts: 359
Non-Discretionary Accounts: 143

Services Offered

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

Regulatory Filings

SEC CRD Number: 113648

CONRAD CAPITAL MANAGEMENT, INC. ADV BROCHURE (2026-05-19) (fee schedule source) · View brochure text

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

Frequently Asked Questions

What fees does Conrad Capital Management, Inc. disclose?

Is Conrad Capital Management, Inc. a fiduciary?

Where is Conrad Capital Management, Inc. located?

How many clients does Conrad Capital Management, Inc. have?

What services does Conrad Capital Management, Inc. offer?

How much does Conrad Capital Management, Inc. manage?

What types of clients does Conrad Capital Management, Inc. serve?

Conrad Capital Management, Inc.