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