MA
MA

Minesh Amin

8 Years of Experience
Denver, CO

Minesh Amin is a registered investment advisor at 5280 Capital, based in Denver, CO, with 8 years of industry experience. Minesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 50 clients with $34M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
50 clients
Average Client Portfolio
$680K average
Assets Under Management
$34.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.50%
$50K - $100K1.25%
$100K - $500K1.10%
$500K - $1000K1.00%
$1.0M - $5.0M0.90%
$5.0M - $10.0M0.80%
$10M+0.70%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

55 Madison St Ste 540, Denver, CO, 80206

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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

Minesh is a tax accountant at Commonwealth Tax Services and owns rental properties through Legends Group Holdings, LLC. He also owns Amin Taxes (DBA Greenbriar Accounting & Tax Services) and has a partnership stake in a Best Western; these activities take a few hours per week.

Employment History
Current Registrations
5280 Capital
February 2018 - Present · 8 yrs 3 mos
State Registrations1 state
CO
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.