Henry H. Armstrong Associates, INC.
Assets Under Management
$1.1B
Number of Clients
139
Number of Advisors
3
Avg. Portfolio per Client
$8.2M
Avg. Managed per Advisor
$381.1M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Henry H. Armstrong Associates offers continuous investment advisory services, including buying and selling stocks, bonds, ETFs, and mutual funds. Armstrong also provides wealth advisory services, assisting clients with financial planning and wealth transfer considerations. Armstrong tailors its advisory services to each client's individual needs, consulting with other advisors and analyzing financial documents to help clients achieve their goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15M+ | 0.70% |
Fees are sometimes negotiable. Fees are generally waived for employee and related or family member accounts.
Fee Estimator
Areas of Practice
Location
One Gateway Center, 420 Ft. Duquesne Blvd, Ste 1425, Pittsburgh, PA, 15222