Advisors Capital Management provides discretionary portfolio management services for individuals through private accounts and model strategies. Operating under the business name ACM Wealth for direct clients, the firm builds custom investment portfolios using individual securities, fixed-income instruments, mutual funds, and exchange-traded funds. Advisors Capital Management also offers model portfolios—including separate accounts and exchange-traded fund strategies—designed for investors with lower investment minimums. The firm's approach begins with reviewing each client's investment objectives, risk tolerance, and time horizon to determine the most suitable strategy. In addition to direct wealth management, the firm serves as an outsourced investment manager for other financial institutions and offers a mutual fund program for qualified retirement plans. Advisors Capital Management does not offer standalone financial planning, insurance planning, or tax planning services.
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.