JW
CFP
JW
CFP

John Kurt Wittelsberger

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
517 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.60%
$10M+0.40%

Fees are negotiable at the discretion of AFM.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1800 M Street NW, Suite 1010-S, Washington, DC, 20036

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John sells fixed insurance products, dedicating minimal time to this activity. This activity is investment-related and conducted at a branch location.

Employment History
Current Registrations
Armstrong, Fleming & Moore, INC.
March 2021 - Present · 4 yrs 11 mos
Commonwealth Financial NetworkBroker
November 2016 - Present · 9 yrs 3 mos
Commonwealth Financial Network
November 2016 - Present · 9 yrs 3 mos
State Registrations13 states
CADCFLMAMDMINENJNYORRIVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.