Jacob Haynes is a registered investment advisor at Advisors Capital Management, LLC, based in Platte, MO, with 9 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,671 clients with $9.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisors Capital Management offers several investment options with different fee structures:
- Private Accounts: These accounts have a $300,000 minimum. The annual management fee is up to 0.80% for equity accounts and up to 0.35% for fixed income accounts.
- Model Separate Accounts and Model ETF Strategies: These accounts have minimums of $150,000 and $50,000, respectively. The annual management fee is up to 0.65%.
Your primary advisor will likely add their own fee on top of Advisors Capital's fee. Fees may be reduced for larger accounts or family account bundling.
Location
Platte, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Advisors Capital Management, LLC
Previous Registrations
Madison Avenue Securities, LLCBroker
Ae Wealth Management, LLC
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
Ivy Distributors, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.