MA
CFA
MA
CFA

Mark Armbruster

12 Years of Experience
Pittsford, NY

Mark Armbruster is a CFA-designated registered investment advisor at Armbruster Capital Management, INC., based in Pittsford, NY, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 485 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
485 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$900.8M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.60%
$1M+0.40%

Fees may be waived for employees and their families, and are negotiable in some cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1250 Pittsford Victor Road, Building 100, Suite 180, Pittsford, NY, 14534

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Mark Armbruster is a portfolio manager at Fischer Investment Group (FIG) since 2009, participating in a client referral program. He spends minimal time on this activity, and potential conflicts of interest are addressed by segregating firm operations and limiting information flow.

Employment History
Current Registrations
Armbruster Capital Management, INC.
May 2013 - Present · 12 yrs 11 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.