Felipe Mejia is a CFP-designated registered investment advisor at Advisors Capital Management, LLC, based in Miami, FL, with 10 years of industry experience. Felipe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18,140 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Equity accounts charge up to 0.80%, fixed income accounts charge up to 0.35%, and model separate accounts and exchange-traded fund strategies charge up to 0.65%. Fees may vary based on advisory role and platform responsibilities.
Fee Estimator
Location
Miami, FL
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Advisors Capital Management, LLC
Previous Registrations
Northstar Financial Planners, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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