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VERIFIEDJohn Bruggemann
Advisors Capital Management, LLC
10 Wilsey Square, Suite 200
Ridgewood, NJ 07450
201-447-3400
About Advisors Capital Management, LLC
ACM Wealth is the wealth planning team of Advisors Capital Management (ACM). ACM was formed under the principles that each client deserves inexpensive, tax efficient, customized and transparent portfolios. As importantly, these portfolios should work seamlessly with a clients ongoing financial plan.
The firms partners come from backgrounds in both investment management and financial planning and we have built experienced teams in each of these disciplines. As a fiduciary, all of our investment and wealth planning decisions are made in the best interest of our clients.
Our investment and wealth services are all-inclusive in an annual fee. Client can choose to have their accounts at independent custodians Fidelity Investments or Charles Schwab.
See Disclosures
General Information
Firm Start Year
CRD#
1866610
Firm CRD#
112266
Insurance License#
137 2538
States Licensed in
NJ
Years of Experience in Financial Services
14
Number of Years with Current Firm
11
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management
Services
Investment Types
Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Your Home, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Variable Life, Long Term Care, Life, Annuity, Disability
Firm Information
Advisor's Number of Clients
135
Advisor's Number of Planning Clients
100
Total Assets Under Management by Advisor
150 MILLION
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Based on Assets
Fee % Based on Assets
1.10
Hourly Rate
$400
Additional Details on Charges
I also charge a flat fee for planning services. The size of this fee depends on the anticipated scope of the work requested.
Minimum Fee Charged for Hourly Planning Accounts
$400
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1876143/retirementplanning-Advisors-Capital-Management,-LLC-detailed-disclosure.html