Frequently Asked Questions
About Condor Capital
How we’re built to put your interests first
Is Condor Capital a fiduciary?
Yes. Condor Capital is a fiduciary, meaning we are legally required to act in our clients’ best interests at all times.
How is Condor Capital different from a brokerage firm?
Unlike brokerage firms, we do not sell products or earn commissions. We are fee‑only, independent, and are required to mitigate conflicts of interest, allowing us to provide objective advice and put your best interests first.
Is Condor Capital employee-owned?
Yes. Condor Capital is 100% employee‑owned, aligning our team’s incentives with our clients’ long‑term success.
Fees & Working Together
How we structure our relationship and pricing
How is Condor Capital compensated?
We charge a single, transparent, tiered assets‑under‑management (AUM) fee. Comprehensive financial planning is included at no additional cost.
What is the minimum to work with Condor Capital?
Our typical minimum is $500,000 in investable assets. In certain cases, exceptions may be made based on complexity and planning needs.
How do I get started?
We begin with a complimentary introductory meeting to understand your goals, followed by a personalized proposal outlining recommendations and fees.
The Client Experience
What it’s like to work with our team
Do you provide financial planning?
Yes. We offer ongoing, comprehensive financial planning covering retirement, tax strategy, estate planning coordination, insurance reviews, and major life transitions.
Do I work with one advisor or a team?
You benefit from a team‑based approach, backed by Condor’s advisors, portfolio managers, and planning professionals.
Investment Philosophy
How we invest, manage risk, and safeguard your assets
Where are my assets held?
Your assets are held in your name at third‑party custodians such as Charles Schwab, Fidelity, or TradePMR. Condor does not take custody of client funds, providing an added layer of security.
How does Condor manage investments?
We design customized, diversified portfolios using stocks, bonds, ETFs, and mutual funds, aligned with your goals, risk tolerance, and tax situation.
Do you try to time the market?
No. We follow a long‑term, disciplined investment approach focused on asset allocation, diversification, and cost efficiency rather than short‑term market timing.
Can my portfolio be customized?
Yes. Portfolios can be tailored for tax considerations, concentrated stock positions, and personal preferences, including socially responsible investing.
We’ll help you simplify your life and prepare for the future.
Our dedicated team is here to assist you. Whether you have questions about your financial future or need personalized advice, don’t hesitate to reach out. We’re just a message away!