Armstrong, Fleming & Moore, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Armstrong, Fleming & Moore (AFM) offers investment management and financial planning services to clients. AFM helps clients determine their financial goals and risk tolerance to develop a personalized investment allocation. AFM manages accounts on a discretionary or non-discretionary basis. AFM also offers financial planning services, including comprehensive or limited plans and hourly consultations. AFM has partnered with Commonwealth Equity Services to offer clients access to various advisory programs.
Assets Under Management$1.1B
Clients517
Advisors10
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...