Armor Investment Advisors Review


Trust Score 73%
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Armor Investment Advisors, federally registered in 2005, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 5 advisors. Armor Investment Advisors manages $226 million and provides investment advisory services for 154 clients (1:31 advisor/client ratio).

Armor Investment Advisors requires a $400,000 minimum investment and charges a blended rate between 1.20% and 0.40% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 31 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 13 years
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $400,000
Minimum Annual Fee $4,800
Average Account AUM $1,470,388
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $226 million
Advisor / Client Ratio 1:31
Headquarters Raleigh, NC
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 1.20%
$500,001 to $1,000,000 0.80%
$1,000,001 to $5,000,000 0.65%
$5,000,001 to $25,000,000 0.50%
$25,000,001+ 0.40%


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