Armstrong Financial, Inc. offers investment advice tailored to clients' needs. Services include managing investment portfolios, providing portfolio consulting, and creating financial plans. Armstrong Financial primarily advises on exchange traded funds, mutual funds, and government bonds. Clients grant Armstrong Financial authority to manage their accounts, but can set restrictions.
Assets Under Management$31M
Clients41
Advisors1
Avg. per Client$750K
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.20% |
| $4M+ | 0.10% |
Annual fee discounts may be offered to family members. Clients with prior agreements may operate under a different fee schedule. The advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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