Armory Oak Wealth provides investment management services by using a third-party investment manager, Focus Partners Advisor Solutions (FPAS). Armory Oak Wealth works with clients to understand their financial situation, goals, and risk tolerance. They then make investment recommendations, primarily using mutual funds, and review these recommendations with clients. Clients can accept or reject any recommendations. FPAS is compensated by Armory Oak Wealth for services like portfolio construction and transaction processing.
Assets Under Management$1.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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