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Mark Opila

Advisor at Advisors Capital Management, LLC

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Advisors Capital Management, LLC logo

Firm

Advisors Capital Management, LLC

Location

Ridgewood, NJ 07450

Credentials

CFP®, Series 63, Series 65

Industry experience

19 years

About

Mark Opila is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2006. He holds Series 63 and Series 65 licenses. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies on a discretionary basis.

Client services

Based on Advisors Capital Management, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Advisors Capital Management, LLC

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Fee options

Percentage

$50,000 - $149,999: Up to 0.65% $150,000 - $299,999: Up to 0.65% $300,000+: Up to 0.80% for Equity Accounts $300,000+: Up to 0.35% for Fixed Income Accounts

Other

Account minimum: $50,000

Location

10 Wilsey Square, Suite 200

Ridgewood, NJ 07450

Most active in

New Jersey

Work history

Advisors Capital Management, LLC

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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