JI
JI

Justin Isaac

19 Years of Experience
Aliso Viejo, CA

Justin Isaac is a registered investment advisor at Advisors Capital Management, LLC, based in Aliso Viejo, CA, with 19 years of industry experience. Justin 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

Aliso Viejo, CA

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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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Employment History
Current Registrations
Advisors Capital Management, LLC
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
February 2021 - October 2023 · 2 yrs 8 mos
Goldman Sachs Personal Financial Management
April 2019 - October 2023 · 4 yrs 6 mos
J.P. Morgan Securities LLCBroker
July 2014 - May 2019 · 4 yrs 10 mos
J.P. Morgan Securities LLC
June 2014 - May 2019 · 4 yrs 11 mos
Strategic Advisers, INC.
October 2012 - May 2014 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
October 2012 - May 2014 · 1 yr 7 mos
UBS Financial Services INC.
August 2010 - September 2012 · 2 yrs 1 mo
UBS Financial Services INC.Broker
August 2010 - September 2012 · 2 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2010 · 1 yr 2 mos
Citigroup Global Markets INC.
June 2008 - June 2009 · 1 yr
Citigroup Global Markets INC.Broker
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
April 2008 - May 2008 · 1 mo
Ameriprise Financial Services, INC.Broker
April 2008 - April 2008 · 0 mos
American Express Financial Advisors INC.Broker
June 2001 - February 2002 · 8 mos
Ids Life Insurance CompanyBroker
June 2001 - February 2002 · 8 mos
Presidential Brokerage, INC.Broker
October 2000 - June 2001 · 8 mos
State Registrations1 state
CA
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.