JB
CFP
JB
CFP

John Bruggemann

12 Years of Experience
Ridgewood, NJ

John Bruggemann is a CFP-designated registered investment advisor at Advisors Capital Management, LLC, based in Ridgewood, NJ, with 12 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
14,671 clients
Average Client Portfolio
$645K average
Assets Under Management
$9.5B

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

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

John is an adjunct professor at Ramapo College of New Jersey since 2009, teaching economic classes, dedicating about 10-20% of his time. He also teaches international finance at the New Jersey Institute of Technology since 2014, spending a few hours per week.

Employment History
Current Registrations
Advisors Capital Management, LLC
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
United Capital Financial Advisers
October 2014 - February 2015 · 4 mos
AXA Advisors, LLC
January 2013 - October 2014 · 1 yr 9 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
John Bruggemann - Financial Advisor | TrueAdvisor