Advance Capital Management (ACM) offers investment advice and consulting to individuals, retirement plans, and other institutions. ACM creates financial plans for individuals based on their risk tolerance, income objectives, and growth expectations. These plans guide investment recommendations, asset growth projections, income projections, and tax implications. ACM may use independent managers for client portfolios under ACM's supervision.
Assets Under Management$4.5B
Clients6,882
Advisors32
Avg. per Client$650K
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee: $40 (between $1,000 - $10,000), $50 (between $10,000 - $50,000), or $100 (between $50,000 - $200,000). Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
32 Advisors at this firm
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