Armstrong Advisory Group provides customized wealth management and investment advisory services to individuals, high net worth individuals, trusts, estates, and small businesses. The firm builds long-term, strategic asset allocations primarily utilizing exchange-traded funds and mutual funds, while also accommodating individual stocks, bonds, and alternative investments when appropriate. Armstrong Advisory Group operates as a registered investment advisor with the U.S. Securities and Exchange Commission, acting as a fiduciary legally required to put client interests first. In addition to core investment management, the firm offers financial planning services covering retirement, personal savings, education, and insurance needs, as well as specialized services such as donor-advised fund management and variable annuity oversight.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Default annual rates shown. Negotiable rates may apply. Fees are billed monthly in arrears based on average daily market value.