Joshua Armstrong is a registered investment advisor at Ais Financial, based in Saint Louis, MO, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 22 clients with $1.9M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
6 Cardinal Way, Suite 900, Saint Louis, MO, 63102
Get directionsHistory
Regulatory History (1)
Criminal
May 2010Other Business Activities
The provided text is insufficient to determine Joshua's outside business activities. More information is needed to provide a summary and determine if he sells insurance products.
Employment History
Current Registrations
Ais Financial
Previous Registrations
Albatross Investment Services LLC
Cutter & Company, INC.Broker
Cutter & Company, INC.
State Registrations1 state
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.