Advisors Capital Management, LLC

Assets Under Management

$9.5B

Number of Clients

14,671

Number of Advisors

56

Average Client AUM

$645K

AUM per Advisor

$169.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Advisors Capital Management (ACM) offers discretionary portfolio management services through two segments: outsourced investment manager for unaffiliated advisors/broker-dealers and wealth manager to direct clients. Strategies vary in risk based on client objectives. ACM offers private accounts, model separate accounts, and model ETF strategies.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

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
Investment ManagementRetirement PlanningHigh Net Worth
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Location

10 Wilsey Square, Suite 200, Ridgewood, NJ, 07450

56 Advisors at this firm

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