Armstrong, Fleming & Moore provides personalized investment management and financial planning services primarily for high-income and high-net-worth individuals and families. Founded in 1983 and based in Washington, D.C., Armstrong, Fleming & Moore builds tailored investment portfolios designed to align with each client's specific goals, time horizons, and comfort with risk. The firm manages assets on both a discretionary and non-discretionary basis. In addition to ongoing portfolio management, Armstrong, Fleming & Moore offers comprehensive or segmented financial planning, covering areas such as retirement income strategies, cash flow analysis, and insurance reviews. The firm also provides project-based consulting on an hourly rate. Clients utilizing investment management services must use Commonwealth Financial Network as their broker-dealer and custodian.
| 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.