Timothy Armstrong is a CFP-designated registered investment advisor at Armstrong Financial, INC., based in Crozet, VA, with 19 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 41 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.20% |
| $4M+ | 0.10% |
Annual fee discounts may be offered to family members. Clients with prior agreements may operate under a different fee schedule. The advisory fee is negotiable.
Fee Estimator
Location
Crozet, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Armstrong Financial, INC.
Previous Registrations
CPA Wealth Management Services PA
CPA Wealth Management Services PA
State Registrations1 state
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