Robert Armstrong
Robert Armstrong is a registered investment advisor at Integrity Advisory Solutions, based in Friendsville, TN, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
Friendsville, TN
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Regulatory History
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 ActivitiesSells Insurance
Robert is the president of the American Academy of Estate Planning Attorneys, co-owner of American Academy Life and Health (fixed insurance), secretary & advisor for American Academy Wealth, owner of Armstrong, Fisch and Tutoli (estate planning law firm), owner/landlord of Alabama Real Estate Rental Property, and general/limited partner of RGA Limited Partnership. He dedicates a full-time commitment to the American Academy of Estate Planning Attorneys and about a quarter of his time to American Academy Wealth.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
1st Global Advisors INC
State Registrations1 state
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