Brandon Velez
Brandon Velez is a registered investment advisor at 5c Capital Management, LLC, based in White Plains, NY, with 5 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
4 Westchester Park Drive, Suite 330, White Plains, NY, 10604
Get directionsHistory
Regulatory History (1)
Criminal
October 2013Employment History
Current Registrations
5c Capital Management, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations1 state
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