VM
CFP
VM
CFP

Vincent Mattone

19 Years of Experience
Ridgewood, NJ

Vincent Mattone is a CFP-designated registered investment advisor at Advisors Capital Management, LLC, based in Ridgewood, NJ, with 19 years of industry experience. Vincent 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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Employment History
Current Registrations
Advisors Capital Management, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
TD Private Client Wealth LLC
January 2016 - June 2021 · 5 yrs 5 mos
TD Private Client Wealth LLCBroker
January 2016 - June 2021 · 5 yrs 5 mos
Alliancebernstein L.P.
October 2013 - December 2015 · 2 yrs 2 mos
Sanford C. Bernstein & CO., LLCBroker
March 2010 - December 2015 · 5 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
State Registrations2 states
NJNY
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.
Vincent Mattone - Financial Advisor | TrueAdvisor