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Michael Robert Sanders

Advisor at 5C Capital Management, LLC — Woodcliff Lake, NJ

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Woodcliff Lake, NJ 07677

5C Capital Management, LLC logo

5C Capital Management, LLC

Team

Total advisors

8

Across 2 offices

Clients per advisor

64 Typical

Avg AUM per client

$1,229,187 Typical

HNW client ratio

32% Typical

About

Michael Sanders is a financial advisor with 24 years of industry experience, currently with 5C Capital Management, LLC. He holds Series 63 and Series 65 licenses and previously worked at Clark Dodge Asset Management LLC for seven years. Sanders serves as a trustee on the BYRAM HILLS School District Board of Education and owns Impact Consulting. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm uses a fiduciary approach with discretionary portfolio management that incorporates quantitative measures, fundamental and technical analysis, and tax-aware construction.

Client services

Based on 5C Capital Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on 5C Capital Management, LLC

Wealth management Tax-loss harvesting Charitable giving tax strategies Retirement income strategy

Occupation focus

Based on 5C Capital Management, LLC

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $2,000,000: 1.00% annually (Equity and Balanced Account Strategies) $2,000,001 - $5,000,000: 0.75% annually (Equity and Balanced Account Strategies) $5,000,001 - $10,000,000: 0.50% annually (Equity and Balanced Account Strategies) $10,000,001+: 0.35% annually (Equity and Balanced Account Strategies) $0 - $2,000,000: 0.65% annually (Fixed Income Account Strategies) $2,000,001 - $5,000,000: 0.50% annually (Fixed Income Account Strategies) $5,000,001 - $10,000,000: 0.35% annually (Fixed Income Account Strategies) $10,000,001+: 0.20% annually (Fixed Income Account Strategies) $0+: 0.5% annually (529 Plan Equity and Balanced Account Strategies) $0+: 0.5% annually (529 Plan Fixed Income Account Strategies)

Commissions

Commission may be earned on insurance or annuity product implementation through representatives licensed as insurance agents, separate from advisory fees

Project-based

$400 - $500 per hour for financial planner services; $175 per hour for planning support staff

Other

Fee-only: Hourly fee for financial planning: $400 - $500 per hour for financial planner; $175 per hour for planning support staff; fees may be negotiated depending on project size and scope; possible fee reduction if also engaged for asset management

Location

See office

Woodcliff Lake, NJ

50 Tice Boulevard, Suite A32

Woodcliff Lake NJ 07677

Advisors at this office

7

Most active in

Connecticut · Texas

Work history

25 years of industry experience

Clark Dodge Asset Management Llc

2010 - 2017 • 7 years

White Plains, NY

Gerstein Fisher

2003 - 2010 • 7 years

New York, NY

CIBC Private Wealth Advisors, Inc.

2000 - 2003 • 3 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brandon F

CPA, Series 65

Township of Washington, NJ

Capital Gains Advisory

Brandon G. Furlan is an advisor at Capital Gains Advisory LLC, a New Jersey fee-only registered investment adviser, and holds the Series 65. He is also a Certified Public Accountant licensed in New Jersey. Before Capital Gains Advisory, he earned a B.S. in Accounting from Rutgers University and spent several years in Finance Transformation at a Big Four consulting firm.

Cash flow / budgeting Tax strategies for small businesses Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Passive / index investing Founder/Business Owner Young Professionals

Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
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