CM
CFP
CM
CFP

Cesar Manent

20 Years of Experience
Southport, CT

Cesar Manent is a CFP-designated registered investment advisor at 5th Street Advisors, LLC, based in Southport, CT, with 20 years of industry experience. Cesar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 222 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
222 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$524.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00%. Financial planning is complementary for investment management clients who meet the minimum portfolio value.

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

107 John Street, Southport, CT, 06890

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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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Other Business Activities

Cesar is a managing member of Alba Properties LLC and Westchester Custom Builders LLC, both real estate companies, and a passive owner of 27-37 Associates, LLC. He dedicates minimal time to these activities.

Employment History
Current Registrations
5th Street Advisors, LLC
June 2006 - Present · 20 yrs 4 mos
State Registrations2 states
CTTX
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.
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