Armstrong Advisory Group (AAG) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and small businesses. AAG constructs portfolios using exchange-traded funds (ETFs) and mutual funds, and may also use individual stocks, bonds, and other investments. AAG also offers financial planning services covering areas like retirement, education, and insurance needs. AAG has a minimum relationship size of $400,000, but this can be reduced at AAG's discretion.
Assets Under Management$1.7B
Clients1,494
Advisors15
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$400K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Effective October 1, 2024, AAG excludes Swept Cash assets from its calculation of the Management Fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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