Armstrong, Fleming & Moore, INC.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$1.3B
Clients551
Advisors11
Avg. per Client$2.3M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.60%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11 Advisors at this firm

Armstrong, Fleming & Moore, INC. - Fees, AUM & Advisors | TrueAdvisor