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.
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Learn about disclosures →Harry works as a financial advisor at Allen Mooney & Barnes Investment Advisors, LLC, dedicating nearly full-time hours. He also works as an insurance broker at AMB Professional Services.