Advisors Capital Management (ACM) offers investment management services to unaffiliated registered investment advisors and broker-dealers, and wealth management to direct clients. ACM offers discretionary portfolio management services with varying minimums and fees, including private accounts, model separate accounts, and model ETF strategies. ACM's approach involves assessing client objectives, risk tolerance, and liquidity needs to determine the appropriate advisory service and investment strategy.
Assets Under Management$9.5B
Clients14,671
Advisors57
Avg. per Client$650K
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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.
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Location
57 Advisors at this firm
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