Matthew Goldman is a registered investment advisor at Condor Capital Wealth Management, based in Martinsville, NJ, with 2 years of industry experience. Matthew 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, 08836-2053
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew is the founder and consultant for Marty Goldman, LLC, providing fitness, nutrition, and research consulting, dedicating minimal time. He is also the founder of LivOpt LLC, a consulting and nutritional products business, but is winding down operations and shifting focus to Marty Goldman LLC.
Employment History
Current Registrations
Condor Capital Wealth Management
State Registrations1 state
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