Craig Marson
Craig Marson is a registered investment advisor at 5c Capital Management, LLC, based in Woodcliff Lake, NJ, with 20 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 515 clients with $540M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Schedule is for Equity and Balanced Account Strategies. For Fixed Income Account Strategies: Initial $2,000,000: 0.65%, Next $3,000,000: 0.50%, Next $5,000,000: 0.35%, Greater than $10,000,000: 0.20%. For 529 Plan Accounts: 0.5%.
Fee Estimator
Location
50 Tice Boulevard, Suite A32, Woodcliff Lake, NJ, 07677
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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
Craig formed a New Jersey LLC in 2007 for consulting jobs, but it is not actively soliciting business. He dedicates minimal time to this business.
Employment History
Current Registrations
5c Capital Management, LLC
Previous Registrations
Clark Dodge Asset Management, LLC
Stonegate Wealth Management, LLC
Gerstein, Fisher & Associates, INC.
American Economic Planning Group INC
State Registrations3 states
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