CH
CFP
CH
CFP

Carl Leonard Holubowich

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
517 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.60%
$10M+0.40%

Fees are negotiable at the discretion of AFM.

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

1850 M Street Nw, Suite 250, Washington, DC, 20036-5813

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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.

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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.
January 2014 - Present · 12 yrs 1 mo
Commonwealth Financial Network
July 2009 - Present · 16 yrs 7 mos
Commonwealth Financial NetworkBroker
July 2009 - Present · 16 yrs 7 mos
Previous Registrations
Fsc Securities CorporationBroker
November 2004 - July 2009 · 4 yrs 8 mos
State Registrations16 states
CACODCGAKSMAMDMEMONJNYOHTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Carl Leonard Holubowich - Financial Advisor | TrueAdvisor