Robert Olsen is a registered investment advisor at Advisors Capital Management, LLC, based in San Mateo, CA, with 19 years of industry experience. Robert 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1825 S. Grant Street, Floor 9, San Mateo, CA, 94403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Advisors Capital Management, LLC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations1 state
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.