Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
135 South Madison Street, Thomasville, GA, 31792
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kathy is the treasurer and vice president of Bartlett Real Estate DBA Gary Bartlett Real Estate, LLC, a residential real estate brokerage, and a licensed real estate sales associate in Florida. She spends minimal time on accounting matters related to this non-investment related activity.