Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
14,671 clients
Average Client Portfolio
$645K average
Assets Under Management
$9.5B

Fee Structure

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

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles is a manager of Advisors Capital Planning LLC, receiving profit-based compensation and having check writing authority. He spends minimal time on this activity.

Employment History
Current Registrations
Advisors Capital Management, LLC
April 2005 - Present · 20 yrs 10 mos
State Registrations3 states
FLNJTX
Advisor
Exams
No exam information available for this advisor.