Kondracki Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,000,000
Clients
186
Advisors
1
of 1 employees
About
Kondracki Advisory, LLC is an independent, single-advisor registered investment adviser overseeing about $70 million for roughly 186 clients. The firm provides discretionary investment supervisory services and prepares client-specific Investment Policy Statements, implementing portfolios that may include equities, cash, government securities, mutual funds, bonds, ETFs and insurance products.
The adviser relies on fundamental analysis and employs both long- and short-term trading approaches, tailoring portfolios to each client’s goals, tax considerations, time horizon and documented risk tolerance. The firm generally requests written discretionary authority, conducts monthly account reviews, and clients receive regular custodial account reports.
The brochure notes two features that differentiate the firm from many peers: it circulates periodicals or newsletters to clients and it manages accounts for charitable organizations in addition to individual clients. The disclosure also highlights that the principal maintains an insurance license and may offer commissionable insurance products, and custody is provided through Schwab Institutional.
Client services
Expertise
Fee options
Below $500,000 - $500,000: 0.85% Above $500,000 - $1,000,000: 0.75% Above $1,000,000+: Negotiable
Account minimum: $500,000
Main office
190 Lincoln Street
Hingham MA 02043
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Kondracki Advisory LLC · Kondracki Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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