Advance Capital Management Review


Trust Score 83%
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Advance Capital Management, federally registered in 1986, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 27 advisors. Advance Capital Management manages $3 billion and provides investment advisory services for 5,259 clients (1:195 advisor/client ratio).

Advance Capital Management requires a $0 minimum investment and charges a blended rate between 1.00% and 0.65% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 195 clients (industry average 1:50)
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $495,513
Hybrid Advisor No
Disciplinary History No
Total AUM $3 billion
Advisor / Client Ratio 1:195
Headquarters Southfield, MI
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $250,000 1.00%
$250,001 to $500,000 0.80%
$500,001 to $1,000,000 0.70%
$1,000,001+ 0.65%


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