Kenneth Schapiro is a CFA-designated registered investment advisor at Condor Capital Wealth Management, based in Martinsville, NJ, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 829 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and may vary among clients.
Fee Estimator
Location
1973 Washington Valley Road, Martinsville, NJ, 08836
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is the managing member of Courtside Racquet Club LLC, a tennis club, since 2005. He spends about 10-20% of his time supervising the general manager, attempting to minimize involvement during securities trading hours.
Employment History
Current Registrations
Condor Capital Wealth Management
Previous Registrations
Backend Benchmarking
Condor Capital Management II INC
State Registrations4 states
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