Advance Capital Management manages investment portfolios and provides financial planning for individuals, families, retirement plans, and institutional clients. Founded in 1986, Advance Capital Management builds personalized financial plans and crafts investment strategies primarily using mutual funds, exchange-traded funds, and occasionally individual stocks, bonds, and alternative investments. For individual clients, Advance Capital Management creates custom portfolios based on risk tolerance, income goals, and growth expectations, while continuously monitoring and reviewing holdings through an internal investment committee. The firm also offers retirement plan consulting services for employers and collaborates with independent managers and technology platforms to deliver comprehensive wealth management solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 pay additional monthly administrative fees ranging from $40 to $100 based on asset size. Fees may be negotiable.