Carl Holubowich
Carl Holubowich is a CFP-designated registered investment advisor at Armstrong, Fleming & Moore, INC., based in Washington, DC, with 21 years of industry experience. Carl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 551 clients with $1.3B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of the firm. Assets among related accounts may be aggregated for fee reduction purposes.
Fee Estimator
Location
1850 M Street Nw, Suite 250, Washington, DC, 20036-5813
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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
Carl is an investment adviser representative and co-owner of Armstrong, Fleming & Moore, Inc., offering asset management and financial planning services. He also sells fixed insurance products and is a co-owner, Vice President, and Director of Armstrong, Fleming & Moore, Inc., an entity created to process business expenses.
Employment History
Current Registrations
Armstrong, Fleming & Moore, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Commonwealth Financial Network
Fsc Securities CorporationBroker
State Registrations15 states
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
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