Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of AFM. Related Client accounts will be aggregated for fee application.
Fee Estimator
AFM charges an annual fee based on assets under management. The standard fee schedule is 1.00% on the first $5 million, 0.60% on amounts between $5 million and $10 million, and 0.40% on amounts exceeding $10 million. Fees are negotiable. Hourly fees for financial planning range from $150 to $900 per hour, depending on the professional providing the service. Transaction charges may also apply. A minimum of $1,000,000 under management is recommended.
Areas of Practice
Advisor Information
Office location
1850 M Street Nw, Suite 250, Washington, DC, 20036-5813
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
Carl is an investment adviser representative and co-owner of Armstrong, Fleming & Moore, Inc., offering asset management and financial planning services. He also sells fixed insurance products and is a co-owner, Vice President, and Director of Armstrong, Fleming & Moore, Inc., an entity created to process business expenses.