Armor Wealth Strategies provides investment management services, including determining investment goals and risk tolerance. They also offer ERISA plan services as a limited scope fiduciary, assisting plan sponsors with investment decisions. Additionally, Armor Wealth Strategies offers financial planning services, including full financial plans and consultation services on specific topics like tax reduction, Social Security, and legacy planning.
Assets Under Management$15M
Clients62
Advisors1
Avg. per Client$240K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. These fees are only available to legacy clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...