VP
CFP
VP
CFP

Vincent Panizzi

12 Years of Experience
Grand Blanc, MI
1 Disclosure

Vincent Panizzi is a CFP-designated registered investment advisor at Advisors Capital Management, LLC, based in Grand Blanc, MI, with 12 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

10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI, 48439

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2014
Employment History
Current Registrations
Advisors Capital Management, LLC
May 2022 - Present · 4 yrs
Mainstay Capital Management, LLC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Sequoia Financial Advisors, L.L.C.
April 2016 - February 2018 · 1 yr 10 mos
Ghd Wealth Management, LLC
October 2015 - May 2016 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2012 - November 2014 · 2 yrs 5 mos
State Registrations1 state
MI
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 Panizzi - Financial Advisor | TrueAdvisor