Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACM charges annual management fees based on a percentage of assets under management. For private equity accounts, fees are up to 0.80%, and for fixed income accounts, fees are up to 0.35%. Model Separate Account/ETF fees are up to 0.65%. Minimum investments are $300,000 for private accounts, $150,000 for Model Separate Accounts, and $50,000 for Model ETF Strategies. The client's primary advisor will generally add their own advisory fee. ACM also offers Pathfinder, a managed mutual fund program, where compensation comes from fees paid to Advisors Capital from the Funds.
Areas of Practice
Advisor Information
Office location
10 Wilsey Square, Suite 200, Ridgewood, NJ, 07450
Get directionsRegulatory 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 ActivitiesSells Insurance
Christopher works as a tax preparer, dedicating about half of his time to this non-investment related activity. He is also a licensed Life & Health Insurance agent & Life Broker in New York and New Jersey, potentially offering insurance products to clients and receiving commissions, spending minimal time outside trading hours on this.