TrueAdvisor
TrueAdvisor
DG
CFA
DG
CFA

David Joseph Goldstone

Condor Capital Wealth Management
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Condor Capital Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
829 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.75%

Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Condor Capital Wealth Management
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Backend Benchmarking
June 2019 - September 2021 · 2 yrs 3 mos
First National Capital Markets, INC.
September 2013 - November 2014 · 1 yr 2 mos
Waddell & Reed, INC.
November 2010 - October 2011 · 11 mos
State Registrations2 states
CONJ
Advisor
Exams
No exam information available for this advisor.