Kevin Mccabe
Kevin Mccabe is a registered investment advisor at 5c Capital Management, LLC, based in Woodcliff Lake, NJ, with 11 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
Get directionsHistory
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 →Employment History
Current Registrations
5c Capital Management, LLC
Previous Registrations
Clark Dodge Asset Management, LLC
State Registrations1 state
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.