Joshua Kaplan
Joshua Kaplan is a CFP-designated registered investment advisor at Armstrong, Fleming & Moore, INC., based in Washington, DC, with 5 years of industry experience. Joshua 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, #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
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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