RM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:$25K
AMB charges an annual fee based on the market value of assets managed, billed quarterly in arrears. There are multiple fee schedules in use by different advisors. AMB also has an annual platform fee of $130 per advisory account, assessed quarterly. Financial planning fees are determined by the scope and complexity of the engagement and are invoiced separately.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
135 South Madison Street, Thomasville, GA, 31792
Get directionsRegulatory History (1)
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Employment Separation After Allegations
January 2001Other Business Activities
Richard owns/invests in Broad Street Condominiums since 2010, spending a few hours per week discussing progress. He is also a co-trustee for the Bill & Emily Searcy Charitable Trust since 2007, dedicating minimal time to this role, and is involved with several other trusts and organizations.
Employment History
Current Registrations
Amb Wealth, LLC
February 2018 - Present · 7 yrs 11 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
March 2007 - Present · 18 yrs 10 mos
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
October 2004 - December 2017 · 13 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2001 - April 2007 · 6 yrs 3 mos
Shields & CompanyBroker
September 1989 - February 2001 · 11 yrs 5 mos
Integrated Resources Equity CorporationBroker
May 1989 - August 1989 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 1986 - May 1989 · 2 yrs 8 mos
State Registrations9 states
ALCTFLGAILKYMDSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.