MA
MA

Michael Armstrong

12 Years of Experience
Portsmouth, NH
Sells Insurance

Michael Armstrong is a registered investment advisor at Armstrong Advisory Group INC., based in Portsmouth, NH, with 12 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,494 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$400K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.25%
$1.0M - $3.5M1.00%
$3.5M - $5.0M0.75%
$5M+0.50%

Effective October 1, 2024, AAG excludes Swept Cash assets from its calculation of the Management Fee.

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

One New Hamspire Avenue, Suite 125, Portsmouth, NH, 03801

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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

Michael is a shareholder of a family-run real estate company and a licensed insurance agent, dedicating minimal time to insurance sales. He also co-hosts a radio program called "The Financial Exchange" and is a TV analyst, dedicating about a quarter of his time to the radio program.

Employment History
Current Registrations
Armstrong Advisory Group INC.
May 2022 - Present · 3 yrs 11 mos
Previous Registrations
Securities America Advisors, INC.
October 2013 - June 2022 · 8 yrs 8 mos
Securities America, INC.Broker
August 2013 - June 2022 · 8 yrs 10 mos
State Registrations3 states
MANHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.