Joshua Kaplan is a CFP-designated registered investment advisor at Armstrong, Fleming & Moore, INC., based in Washington, DC, with 5 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 517 clients with $1.1B 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 AFM. Portfolio management services provided to assets held in employer retirement plans are charged an annual fee related to assets and complexity of the relationship up to 1.00%.
Fee Estimator
Location
1800 M Street Nw, #1010-S, Washington, DC, 20036
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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 →Employment History
Current Registrations
Armstrong, Fleming & Moore, INC.
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
State Registrations3 states
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