Armory Capital Management (ACM) provides investment management, financial planning, retirement planning, and wealth management services. ACM works with individuals, trusts, estates, charitable organizations, corporations, and other entities. ACM manages accounts on a discretionary basis, creating portfolios that may include individual stocks, bonds, exchange-traded funds (ETFs), mutual funds, and government securities.
Assets Under Management$170M
Clients95
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$84M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable. ACM’s fee schedule for Qualified Retirement Plans: • First $3,000,000 in Assets 0.60% • Next $5,000,000 0.50% • Above $8,000,000 0.40%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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