Armbruster Capital Management (ACM) works with clients to create investment plans and manage their portfolios. ACM gathers information about clients' financial situations and risk tolerance to propose an appropriate investment plan. ACM aims for broad diversification, risk control, low costs, and tax efficiency in client portfolios, primarily using index or asset class funds. ACM also discusses financial planning issues with clients and helps align other professional resources if required.
Assets Under Management$900M
Clients485
Advisors7
Avg. per Client$1.9M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1M+ | 0.40% |
Fees may be waived for employees and their families, and are negotiable in some cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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