Henry H. Armstrong Associates offers continuous investment advisory services, including the purchase and sale of various securities. 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, taking the time to understand their unique situation and goals.
Assets Under Management$1.2B
Clients141
Advisors3
Avg. per Client$8.7M
Avg. per Advisor$410M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
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 in some cases negotiated with a client as deemed appropriate by Armstrong. Fees are generally waived for employee and related or family member accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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