JC
JC
Jared Cutler
8 Years of Experience
Rye Brook, NY
1 Disclosure
Jared Cutler is a registered investment advisor at Five Factor Capital Advisors, based in Rye Brook, NY, with 8 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 39 clients with $30M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$767K average
Assets Under Management
$29.9M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
20 Eagles Bluff, Rye Brook, NY, 10573
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2008Employment History
Current Registrations
Five Factor Capital Advisors
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Five Factor Capital Advisors
July 2013 - November 2013 · 4 mos
Western International Securities
March 2011 - April 2011 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2004 - April 2008 · 4 yrs 2 mos
State Registrations1 state
NY
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.