Marc Fandetti is a CFA, CFP-designated registered investment advisor at Armstrong Advisory Group INC., based in Needham, MA, with 12 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,494 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
144 Gould Street, Suite 210, Needham, MA, 02494
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Regulatory 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 Activities
Marc is a co-host of the radio program "The Financial Exchange" since January 2021. As a co-host, Marc expresses his views and provides comments related to the general market and economic developments, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Armstrong Advisory Group INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citistreet Advisors LLC
Citistreet Advisors LLCBroker
Citistreet Equities LLCBroker
State Street Capital Markets, LLCBroker
State Registrations1 state
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