John Wittelsberger
John Wittelsberger is a CFP-designated registered investment advisor at Armstrong, Fleming & Moore, INC., based in Washington, DC, with 9 years of industry experience. John 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
1800 M Street NW, Suite 1010-S, Washington, DC, 20036
Get directionsHistory
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
John sells fixed insurance products, dedicating minimal time to this activity. This activity is investment-related and conducted at a branch location.
Employment History
Current Registrations
Armstrong, Fleming & Moore, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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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