Advisor at Five Factor Capital Advisors
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Firm
Five Factor Capital Advisors
Location
Rye Brook, NY 10573
Credentials
Series 63, Series 65
Industry experience
8 years
Jared Cutler is the sole advisor at Five Factor Capital Advisors, an independent firm based in Rye Brook, NY. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. Jared has been with Five Factor Capital Advisors since 2010. Five Factor Capital Advisors serves individuals, high-net-worth clients, and institutional accounts such as pensions and endowments. The firm emphasizes long-term, asset-allocation oriented portfolios grounded in modern portfolio theory, providing portfolio management and individualized investment policy statements while outsourcing administrative functions and utilizing specific custody and execution arrangements.
Based on Five Factor Capital Advisors
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001+: 1.00%
Account minimum: $500,000 (may be waived) Fee-only: Annual fees based on tiered percentage of assets under management as above, fees are negotiable.
20 Eagles Bluff
Rye Brook, NY 10573
New York
Five Factor Capital Advisors, Llc
2012 - Present (14 years)
Five Factor Capital Advisors
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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