MS
CFP
MS
CFP

Mitchell Strobel

15 Years of Experience
Washington, DC
Broker

Mitchell Strobel is a CFP-designated registered investment advisor at Armstrong, Fleming & Moore, INC., based in Washington, DC, with 15 years of industry experience. Mitchell 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
551 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.60%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1800 M Street NW#1010-S, 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 Activities

Mitchell is an Investment Adviser Representative of Armstrong, Fleming & Moore, Inc., dedicating nearly all of his time during securities trading hours to this investment-related activity.

Employment History
Current Registrations
Armstrong, Fleming & Moore, INC.
April 2019 - Present · 7 yrs 6 mos
Commonwealth Financial NetworkBroker
February 2011 - Present · 15 yrs 8 mos
Commonwealth Financial Network
February 2011 - Present · 15 yrs 8 mos
State Registrations14 states
CACOCTDCFLINMAMDMNNCNYTXVAVT
AdvisorBrokerBoth

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.
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