Armour Wealth Advisors provides financial planning and investment advice tailored to clients' goals and risk tolerance. The firm primarily uses mutual funds and ETFs to build diversified portfolios. Armour Wealth Advisors operates as a bundled fee arrangement, where clients pay a single fee for advisory services, and Armour pays the custodian, Charles Schwab, for transaction costs. Armour Wealth Advisors acts as a fiduciary, prioritizing clients' best interests.
Assets Under Management$110M
Clients109
Advisors2
Avg. per Client$1M
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.14% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees for advisory services are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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