Renat Mamashev is a registered investment advisor at Cyndeo Wealth Partners, based in Brooklyn, NY, with 3 years of industry experience. Renat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,225 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.30% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
Brooklyn, NY
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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
Renat is the CEO and Athletes Agent with Bridge Sports & Entertainment, spending a few hours per week on this non-investment related activity. He is also the CEO and CCO of Bridge Capital Management, LLC, an RIA, but dedicates minimal time to this role.
Employment History
Current Registrations
Cyndeo Wealth Partners
Bridge Capital Management
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.
Exams
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