Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients generally pay percentage-based fees calculated as a percentage of assets under management. All Commonwealth advisory program management fees are negotiable between the advisor and client. Platform fees, transaction charges, and other account-related fees assessed by NFS or Commonwealth are not negotiable. Wealth Management Consulting is offered at an hourly rate not to exceed $500. Retirement Plan Consulting and HSA Consulting for Employers are also offered at an hourly rate not to exceed $500.00. Plan Participant Consulting is offered at 1.00% for $0-$500,000, 0.75% for $500,001-$1,000,000, and 0.50% for over $1,000,000.
Areas of Practice
Advisor Information
Office location
1850 M Street, Nw, Suite 250, Washington, DC, 20036
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary sells fixed insurance under the name Armstrong, Fleming and Moore Inc., dedicating minimal time to this activity. She is also Treasurer, Director, and part owner of Armstrong, Fleming & Moore, Inc., and spends most of her time as an IAR providing asset management and financial planning services.