Theodore Shediac

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.