Armada Advisors offers investment advice tailored to individual client needs, including both discretionary and non-discretionary management. The firm also provides corporate retirement plan consulting, general financial planning, real estate advisory, and trustee services. Armada Advisors does not hold client funds, instead using custodians like Fidelity and Charles Schwab.
Assets Under Management$190M
Clients323
Advisors2
Avg. per Client$590K
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Armada Advisors' annual fee for investment advisory services is based on the assets managed. The fee varies depending on the type of asset:
- Equities/ETFs: 1.50%
- Mutual Funds: 1.00%
- Bonds: 0.50%
- Cash/Money Market: 0.50%
- ETF only: 0.35%
Fees are re-evaluated annually based on the client's asset allocation. Fees may be negotiable based on factors like client type, account size, or portfolio complexity.
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